
Investment Analyst
- Auckland
- Permanent
- Full-time
- Support portfolio reviews and conduct analysis at both portfolio and investment manager levels to assist the Portfolio Management team in delivering strong investment outcomes.
- Engage with prospective and current investment managers, monitoring relevant investment and sustainable activity.
- Collaborate with internal teams, including Sustainable Investment colleagues, on projects related to responsible investing, thematic strategies, and regulatory developments.
- Assist with stakeholder queries and contribute to integrating ESG considerations into Mercer Funds across the Pacific region.
- Stay informed on industry trends, market developments, and best practices through ongoing education.
- Degree in finance, economics, mathematics, engineering, science, or statistics.
- Post-graduate qualifications such as CFA, CIMA, FRM, PRM, or a relevant Master’s degree are desirable.
- 3-5 years of experience in a similar role within multi-manager funds, asset consulting, or research environments.
- Proven analytical skills with experience using spreadsheets and databases, and the ability to identify insights beyond outcomes.
- Over 2 years of experience in investment analytics, familiarity with climate metrics, UN SDGs, and biodiversity considerations is a plus.
- Experience with ESG data and risk systems such as MSCI BarraOne, MSCI One, or Barra Style Enterprise is a plus.
- Strong understanding of investment markets and asset classes.
- Excellent communication skills, both written and interpersonal, with the ability to present findings clearly.
- Ability to manage workflow effectively and meet deadlines reliably.
- Knowledge of Investment practices across multiple areas, with particular interest in Sustainable investment such as climate change, biodiversity, or related fields.
- Experience working with third-party ESG data and risk management tools.
- Demonstrated problem-solving skills and a collaborative mindset, with a track record of working effectively across teams and functions.
- A proactive approach to staying current with industry trends and regulatory changes, and applying this knowledge to support strategic initiatives.