Assistant Portfolio Manager - Multi Asset - Multi Manager Funds

Company:

Mercer

Description:

We are seeking a talented individual to join our Mercer Wealth Management Investment Solutions (WMIS) team at Mercer. This role will be based in Sydney or Melbourne. This is a hybrid role that requires working at least three days a week in the office.

Assistant Portfolio Manager - Multi Asset - Multi Manager Funds

The Assistant Portfolio Manager is a key member of the WMIS team, responsible for supporting the management of multi-asset portfolios, including the Mercer Multi-Asset Multi-Manager Funds, CoreSeries and bespoke managed account portfolios. This role involves collaboration with internal teams and external investment 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 daily management of multi-asset portfolios, including 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 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

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh 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 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.