About this role

Collaborate closely with insurance clients and internal insurance team members to support investment portfolio needs through analysis, research, and communication
Contribute to portfolio construction, asset allocation, and manager implementation while staying informed on market and regulatory developments affecting client portfolios
Become a subject matter expert in insurance investment strategy by staying abreast of markets, insurance regulatory changes, and other economic conditions that could affect client portfolios
Provide investment content, analysis and advice to insurance company clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and monitoring of investments across their various investment pools
Prepare and manage the development of the quarterly market environment presentation utilizing Mercer standard materials

Bachelor’s Degree in business, finance, economics, or related field
3+ years of experience in investment and/or financial analysis
Excellent analytical and communication skills, particularly with complex investment and data sets
Superior organizational and time management skills, and strong attention to detail
Proficiency in Microsoft Office 365 tools (Word, Excel, PowerPoint, SharePoint)

Insurance Investment Consultant

Key skills