Senior Investment Consulting Analyst – Delegated Investment Solutions

Marsh McLennan

Senior investment analyst helping Mercer deliver delegated investment solutions for institutional investors. Supporting client advice, performance analysis, asset allocation and project delivery.

Posted 8/21/2026full-timeLondon • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and a deep understanding of investment markets and asset classes, with a focus on delivering excellent client service and effective communication. Proven ability to manage projects and client workstreams while leveraging data and AI technologies for process improvements.

Highest-signal resume keywords

Investment Industry ExperienceAdvanced Analytical SkillsProject Management CapabilitiesClient FocusProfessional Investment Qualification (CFA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Markets UnderstandingPerformance AnalysisStrategic Asset AllocationDocument DraftingData AnalysisComplex Analysis

Soft Skills

Attention to DetailEffective CommunicationOrganizational SkillsTeam CollaborationPersuasive Argumentation

Tools & Technologies

ExcelPowerPointWordArtificial Intelligence

Certifications & Qualifications

CFA or Equivalent

Industry Keywords

Institutional InvestorsPension SchemesWealth ManagersInvestment RisksMarket Trends

About the role

Key responsibilities & impact

Support Client Managers and Consultant Directors with client communications, including PowerPoint meeting decks, strategy changes, asset class manager and structure changes, market updates, monthly client dashboards and other materials
Develop a deep understanding of client needs and requirements to ensure excellent client service
Build relationships with client team members and teams across the business
Proactively manage client and project workstreams to meet client needs
Maintain and check technical accuracy and reasonableness of own work and others’ work
Work closely with Strategy, Portfolio Management, Risk and Operations to deliver better client outcomes
Support Client Directors and Managers with service excellence, investment advice, projects and ongoing workflow
Conduct performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations
Potentially support specialist teams in Responsible Investment, Multi-Asset, Fixed Income, Alternatives or Client Reporting

Requirements

What you’ll need

Core technical skills, including an understanding of investment markets and asset classes
Strong attention to detail and accountability for outcomes
Advanced analytical skills and ability to take on complex analysis
Effective listening, communication and organisational skills
Client focus to engage with colleagues and clients
Ability to work within a team environment, share ideas and present persuasive arguments
Interest in process improvements and implementing efficiency enhancements using Artificial Intelligence where appropriate
Excellent planning and organisational skills
Ability to prioritise and manage a wide variety of ongoing tasks
Four or more years of investment industry experience
Experience working with institutional investors, including pension schemes, insurers, wealth managers, endowments, or foundations
Knowledge of investment markets, current market trends, investment risks and opportunities
Experience using Excel, PowerPoint, Word or similar software
Strong interest in leveraging data and AI technologies within investment processes
Progress towards, or completion of, a professional investment qualification such as CFA or equivalent
Strong project management and ownership capabilities, with demonstrated ability to lead delivery end-to-end

Benefits

Comp & perks

Professional development opportunities
Interesting work
Supportive leaders
Vibrant and inclusive culture
Flexible work environment
Benefits and rewards to enhance well-being
Flexible remote working
Collaboration, connections and professional development benefits of working together in the office
Reasonable adjustments for candidates with disabilities