Wealth Analyst
Mercer LLC
Edinburgh, United Kingdom
17d ago

At Mercer our Wealth business supports our clients to provide integrated advice and solutions on pension scheme funding, investment and risk management to help clients meet their objectives.

We’re in the business of helping and supporting our clients navigate a complex and changing pension landscape whether we’re designing the pension scheme investment strategy, identifying the right solution to address a funding deficit, or supporting a client in a pension risk transfer exercise.

Our Wealth business consists of over 700 people spread across 11 offices throughout the UK. It is made up of highly specialist consultants, supported by a group of more junior consultants and analysts.

Our graduate programmes offer our employees the opportunity and support to develop a broad range of skills and knowledge within a number of challenging and diverse placements during the first two years.

As part of your graduate role you will be on a rotation programme within our Wealth business, where you will complete four 6 months placements, two of which are compulsory within our funding and investment teams.

In addition, you will also be given the opportunity to complete a project within our Health and Career businesses which will give you the best possible grounding as you develop your career at Mercer.

Our culture at Mercer ensures that all new employees are engaged, entrusted and supported so they feel part of company, have pride in working for Mercer and feel like they make a difference.

From day one you will be actively contributing to the success of the business. You will be given the tools and support to enable you to develop broad skills and experience allowing you to continually learn and grow to reach your full potential.

We offer a very supportive environment; you will be assigned a buddy and have a people manager supporting you throughout the two year programme.

You will have access to a wide range of development opportunities, both behavioural and technical and will receive on-the-

job coaching and support from your colleagues. You’ll also get to share experiences with other graduates along the way.

We will fully fund a number of different professional study pathways including Actuarial Qualifications, CFA programme and PMI and all our graduates will complete the Investment Management Certificate within the first three months of joining.

Responsibilities will include :

  • Responding to client and internal queries, both via phone and email in a non-technical manner. This will consist of details of individual member benefits and confirming scheme details such as membership count.
  • Performing numerical and qualitative analysis for various client situations including carrying out basic transfer value calculations or early retirement calculations.
  • Drafting documents and presentations for clients.This will include scheme booklets, member announcements, financial reports and factor reviews.
  • Assisting more experienced analysts and consultants to prepare for client meetings and supporting management of actions.
  • This will include preparing the meeting pack, setting agendas and sharing actions with other departments.

    Salary : Competitive

    Applications Closing Date : 30th August 2018


  • 2.1 Degree or higher (or equivalent qualification) in a mathematics based subject
  • 300 UCAS points or higher
  • Experience of working in a Wealth or Investments environment
  • Pension Scheme asset exposure would be a distinct advantage
  • Advanced excel skills required
  • Strong financial and business acumen
  • Excellent customer service and experience managing customers
  • Consulting

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