Strategic Portfolio Manager

As a Senior Investment Management Specialist, you will play a pivotal role in advising on investment strategy, assisting with portfolio construction, and mentoring less experienced team members. You will oversee the task management for the team and lead portfolio construction work for our range of multi-asset portfolios across DC, private wealth, and wealth management.

The successful candidate will have strong technical and analytical capabilities, be a team player, hardworking, intellectually ambitious, and have a keen eye for detail. They will also lead epass investment strategy advice for DB pension schemes and develop and implement investment strategies for all our clients within the Delegated Solutions business.

This includes investment strategies for a range of client types, such as pension schemes, endowments, and foundations, and analysis for Irish clients, Europe ex-UK, and further afield. The role will be dynamic and diverse, requiring an individual with a strong investment background and strong project management, leadership, organisational, collaboration, and communication skills.

Key Responsibilities:

• Lead investment strategy analysis to determine the strategic asset allocation for the full range of multi-asset portfolios.
• Analyse client investment strategies to achieve target growth returns within restrictions provided.
• Regularly calculate and propose updates to hedging strategies, working with a broad range of tools and models.
• Consider the impact and need for dynamic asset allocation adjustments as appropriate.
• Act as a representative of Mercer's best thinking on multi-asset investing to both internal and external clients.
• Interact with teams across the business to manage the implementation of investment strategy and asset allocation changes in an efficient and risk-controlled manner.
• Collaborate with key internal stakeholders, including portfolio management, legal and compliance, trading, and operations.
• Lead, train, and develop junior team members and other teams where required.
• Support the business development team to develop and grow the segment.
• Manage the ongoing oversight and assessment of the funds.
• Support Mercer colleagues/consultants by presenting strategy reviews at client meetings, managing varied levels of knowledge, and delivering high-quality client reports, answering queries, and clearly communicating strategic asset allocation and fund updates.

To be successful in this role, you will need:

• At least 5 years' experience within the financial services industry (consulting, pensions, fund management, wealth management, investments, or asset management).
• Strong organisational and project management skills, with the ability to effectively manage across multiple tasks and to tight deadlines.
• Excellent communication, presentation, and collaboration skills.
• Highly motivated, driven, and focused.
• Ability to work under your own initiative.
• An ability to multitask and work under pressure to deadlines.
• Strong analytical skills to review and analyse information/situations to identify, articulate the issues on hand, and propose solutions.
• Excellent attention to detail and accuracy.
• A positive can-do attitude is essential.

• Qualified Actuary or CFA Charterholder.
• Deep understanding and experience of investment strategy and portfolio construction.
• Energy, proactivity, and desire to see things done efficiently.
• Attention to detail, and project management experience.
• Team player, with excellent interpersonal and relationship-building skills.
• Ability to communicate complex issues in a simple and coherent manner.

As a member of our team, you will benefit from:

• Professional development opportunities.
• Interesting work.
• Supportive leaders.
• A vibrant and inclusive culture.
• Opportunities to collaborate with talented colleagues to create new solutions and make an impact for colleagues, clients, and communities.