Investment Consulting Analyst

Mercer

Devon, Hong Kong
On-site
Client reporting and analysis
Investment data analysis
Peer review of documents
Mercer is seeking an Investment Consulting Analyst in Devon, Hong Kong, to support the consulting team with various administrative tasks, data analysis, and client reporting. The role involves document preparation, performance analysis, and client communication to ensure high-quality service delivery

Job Summary

  • Assists the consulting team with administrative tasks, including processing expense reports, managing monthly client invoicing, and managing travel arrangements.
  • Produces accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.
  • Responds to routine queries from clients, investment managers, and other third parties, and communicates with investment and money managers and custodians to gather and/or clarify client-specific data for reporting.

Matching Summary

Match Score: 85

Mercer is seeking an Investment Consulting Analyst in Devon, Hong Kong, to support the consulting team with various administrative tasks, data analysis, and client reporting. The role involves document preparation, performance analysis, and client communication to ensure high-quality service delivery.

Skills & Requirements

Must-have

  • client reporting and analysis
  • investment data analysis
  • peer review of documents
  • client subject file management
  • client marketing information management

Nice-to-have

  • proactive communication
  • detail-oriented approach
  • collaboration with colleagues

Key Requirements

  • Experience with client reporting
  • Experience with investment data analysis
  • Experience with document production
  • Experience with administrative tasks

Work Rights

Not specified

Tailored Resume

Cover Letter