Investment Consulting Associate – Defined Contribution (DC) - Jobs in Montréal, QC

Job Description

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit www.mercer.com for more information and follow us on LinkedIn and Twitter @MercerMercer Canada is seeking an Investment Consulting Associate – Defined Contribution (DC) for our Montreal officeWhat can you expectAs an Investment Consulting Associate – Defined Contribution (DC) you will be supporting our DC investment consultants in providing a range of investment services to institutional clients. You might also be called on to help investment consultants on other types of institutional clients, such as sponsors and trustees of defined benefit pension funds, endowments, and other institutional asset pools.What is in it for you

• At Mercer, we’re as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits and resources that support your wellbeing and career development.
• The opportunity to work with some of the smartest and most energetic people in the industry, who will nurture, challenge and enable you.
• A dynamic, collaborative and inclusive culture, where diversity is embraced – and you are celebrated and appreciated for who you are.
• The opportunity to network, share views, and learn from others by getting involved with our Business Resource Groups: PRIDE, Women@Mercer, Racial & Ethnic Diversity and Rising Professionals Network.
• The chance to make a positive difference in your local community by using your paid time off to volunteer through events organized by Mercer Cares, our community outreach and volunteerism BRG.
• A huge variety of virtual learning and development resources to support your personal and professional growth.
• Competitive rewards supporting your financial wellbeing, including compensation, retirement savings, and more.
• Offerings geared at your overall wellness, including comprehensive medical, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.
• Generous paid time off and a flexible work schedule that accommodates your home life and commitments outside of work.

We will count on you to:

• Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools;
• Produce quarterly performance monitoring reports for clients;
• Critically analyze different investment markets, managers investment styles, and portfolio characteristics to evaluate the performance of investment managers, and determine the impact of these factors on returns;
• Play an important role in investment manager searches, provider searches, plan design, plan governance reviews and other ad-hoc investment-related projects;
• Closely support consultants in servicing existing clients and prospects;
• Develop knowledge around the concept of financial wellness and ESG factors;
• Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting;
• Develop the knowledge and skills required to allow progression to a senior associate role;
• Demonstrate professionalism and effectiveness when dealing with clients and colleagues at all levels;
• Represent and promote the “face” of Mercer, both internally and externally.

What makes you stand out:

• Bachelor’s degree in business, finance, actuarial studies, or related discipline;
• Enrollment in the Chartered Financial Analyst (CFA) program is considered an asset;
• Minimum 3-5 years’ experience in investment consulting, financial services or pension environment working in an analyst capacity is preferred;
• Good knowledge of the DC environment;
• Solid knowledge of the institutional investment industry, understanding of investment concepts and the financial markets;
• Strong communication skills (both written and oral, in English and French);
• Strong analytical skills and attention to detail;
• Ability to multi-task, work under tight deadlines and demonstrate problem solving skills;
• Strong organizational and time management skills;
• Proactive and independent;
• Motivated and willing to learn;
• Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer.Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.#LI-NCQuick Apply

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