Assistant Portfolio Manager

Company:

Mercer

Description:

Assistant Portfolio Manager - Multi Asset - Multi Manager Funds

Role Introduction:

The Assistant Portfolio Manager is a key member of Mercer Wealth Management Investment Solutions (WMIS), responsible for supporting the management of multi-asset portfolios, including the Mercer Multi-Asset Multi-Manager Funds and CoreSeries managed account portfolios. This role involves close collaboration with the WMIS team, Sector Specialists, Operations, Performance Teams, and external Portfolio Managers to ensure optimal portfolio performance and alignment with clients’ needs. The Assistant Portfolio Manager will engage in portfolio construction, conduct in-depth analysis, and present findings to clients, while staying informed about market developments. This position is ideal for a detail-oriented professional with a strong background in multi manager investment management, looking to contribute to a dynamic and innovative team.

We will count on you to:

• Support the WMIS Portfolio Managers in the daily management of multi-asset portfolios, including total portfolio performance, risk analytics monitoring, portfolio rebalancing and trade recommendations Assist in multi-manager portfolio construction decisions across asset classes and implement these decisions effectively.
• Prepare and present monthly and quarterly reports at internal and external stakeholder meetings, ensuring clear communication of portfolio performance.
• Conduct ad hoc analysis and prepare communications for clients, addressing their queries and requests related to the portfolios.
• Lead and participate in investment manager meetings for due diligence and asset sector reviews on existing and potential solutions.
• Manage queries and requests relating to the portfolios from internal and external stakeholders.
• Keep abreast of industry and market developments and best practices through continual education and learning activities.

What you need to have:

• A relevant undergraduate qualification: a post-graduate qualification or professional certification is preferred.
• A minimum of 5 years of experience in building and monitoring multi-asset portfolios.
• Strong knowledge of investment markets, asset classes, and investment managers within the Australian wealth market.
• Advanced numerical and analytical skills, particularly around performance, risk, and attribution analysis, with a keen attention to detail and strong time management abilities.

What makes you stand out:

• Demonstrated aptitude for clear, logical thinking and a solutions-focused mindset with strong problem-solving abilities.
• Well-developed communication skills, along with strong relationship management and interpersonal skills.
• Intermediate to advanced proficiency in MS Excel.
• A commitment to continual education and staying abreast of industry and market developments.

If you are passionate about investment management and eager to contribute to a dynamic team, we invite you to apply for the Assistant Portfolio Manager - Multi Asset - Multi Manager Funds position at Mercer Wealth Management Investment Solutions.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.