We are seeking a talented individual to join our Performance Reporting team at Mercer as a Performance Reporting Analyst. This role will be based in Montreal or Toronto office. This is a hybrid role that has a requirement of working at least three days a week in the office

This opportunity will help support our Canada team with provision of advice to fiduciaries of pension funds, defined contribution plans, endowments and other institutional asset pools to make the best risk adjusted return decisions in light of the liabilities and spending commitments that these assets underpin. This role requires collaboration with colleagues across Canada.

We will count on you to:

Lead in the coordination and management of production processes between our onshore and offshore investment performance teams including creating shadow-accounting for clients in Canada 

Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools as well as building the framework for new workflow tools (i.e., Camunda)

Produce and peer review quarterly performance reports for our clients

Critically analyze different investment markets, managers' investment styles, and portfolio characteristics, and evaluate their impact on investment performance each quarter

Support consultants in servicing existing clients and prospects

Demonstrate ease and effectiveness when dealing with clients and colleagues at all levels

Represent and promote the image of Mercer, both internally and externally

What you need to have: 

A bachelor's degree in business, finance, economics, or other business-related areas

1-2 years of experience as a project manager in financial services or investment analyst

Excellent oral and written communication skills

Excellent project management skills and attention to details

The ability to work on multiple tasks at once and to deliver on tight deadlines

Great ability to manage time and organize well

Motivation and willingness to learn

Strong general computer skills, including mastering Microsoft Office software and using Excel expertly

What makes you stand out:

Familiarity with the institutional investment industry, investment concepts and financial markets.

Knowledge of institutional investment service providers and their offerings.

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, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing 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. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact reasonableaccommodations@mmc.com

Marsh McLennan 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 McLennan 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.