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Senior Insurance Investment Strategist, Investment Solutions

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Mercer

10d ago

  • Job
    Full-time
    Senior & Expert Level
  • Dublin

AI generated summary

  • You should have industry experience, CFA/Actuarial qualification, analytical skills, knowledge of insurance investments, and strong communication abilities.
  • You will design investment strategies for insurance clients, lead projects, provide technical insights, collaborate with teams, and engage with clients while mentoring junior colleagues.

Requirements

  • Proven industry experience (ideally in an investment consulting or actuarial role) with the motivation to learn and succeed in a strategy orientated role
  • Qualified with CFA / Actuarial qualification (ideally fully qualified although part qualified actuaries may also be considered)
  • Degree level qualification with an excellent academic track record
  • Interest in the institutional investment landscape and strategy setting process
  • Have a keen eye for detail and intellectually ambitious with high standards of output
  • Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation
  • Excellent analytical and quantitative experience of modelling, risk analysis, stress and scenario analysis on insurance products/portfolios
  • Experience with insurance investments is preferred but experience in other segments will be considered
  • Firm grasp of the underlying economic, investment and regulatory issues that determine insurers’ investment and business decision making
  • In-depth knowledge of insurers’ assets and liabilities; ability to construct optimal and practically implementable asset strategies to meet clients’ objectives
  • Ability to manage multiple projects, stakeholders, and deliverables simultaneously
  • Excellent work ethic along with strong interpersonal and communication skills

Responsibilities

  • Develop/maintain a deep understanding of insurance client needs and requirements
  • Work closely with analysts, strategists, and lead consultants to design and implement investment strategies which incorporate Mercer’s best thinking
  • Consider how the investment strategy may evolve to reflect the changing dynamics of the insurance landscape, e.g. suitability of Matching Adjustment and other regulatory developments
  • Attend client meetings to deliver annual investment strategy reviews
  • Support the client team by providing technical insight into a client’s strategy
  • Liaise with Portfolio Management, Consulting and Operational teams to implement high quality strategies with efficiency, e.g. contribute towards implementing Dynamic Asset Allocation tilts for clients
  • Lead project teams or act as a senior resource for the largest projects
  • Delegate work to analysts, provide guidance and peer review, and act as a coach/mentor to junior colleagues
  • Act as a credible representative of Mercer with clients’ senior personnel and decision makers
  • Maintain and check technical accuracy, reasonableness of own work and others
  • Collaborate on projects to support the successful growth of the Strategy and Fiduciary business, e.g. development of the strategy solutions, integrating new software and maintaining internals tools and procedures
  • Contribute towards delivering growth in the Fiduciary segment through supporting pitches and ensuring Mercer stays ahead of the competition in the Fiduciary market
  • Contribute to Mercer’s publications for insurers and participate in Mercer-hosted insurance client events and related marketing activities and research

FAQs

What is the primary focus of the Senior Insurance Investment Strategist role?

The primary focus is to support the growth of the Insurance Solutions business by designing and implementing investment strategies tailored to institutional clients, including life, non-life, health, and captive insurers, as well as reinsurers.

What qualifications are required for this position?

Candidates should have proven industry experience ideally in an investment consulting or actuarial role, a degree-level qualification with an excellent academic track record, and a qualification such as CFA or an actuarial qualification (fully qualified or part qualified).

What skills are necessary for success in this role?

A strong analytical and quantitative background, the ability to model, conduct risk analysis, and perform stress and scenario analysis on insurance products/portfolios are crucial. Additionally, strong interpersonal and communication skills are important for managing relationships with clients and stakeholders.

Will there be opportunities for career progression?

Yes, the role offers a variety of career progression and development opportunities within an exciting and growing segment.

Where is this position based?

The position is based either in London or Dublin, with flexibility to work from home.

Is experience in insurance investments mandatory for this role?

While experience in insurance investments is preferred, candidates with experience in other segments will also be considered.

What type of clients will the successful candidate work with?

The successful candidate will work with a range of institutional clients, including life, non-life, health, captive insurers, and reinsurers.

What support will I receive in this role?

You will work closely with analysts, strategists, and lead consultants, receiving support for technical insights and opportunities to coach and mentor junior colleagues.

How does Mercer value diversity in the workplace?

Mercer is committed to embracing a diverse, inclusive, and flexible work environment, aiming to attract and retain the best people from various backgrounds and experiences.

What benefits does Mercer offer to employees?

Mercer offers a competitive reward package that includes a generous pension contribution, life/health assurance, private medical insurance, and a positive culture where diversity is valued.

Preparing you for the future of work. Improving health and well-being. Reshaping retirement and investment outcomes

Consulting
Industry
10,001+
Employees
1945
Founded Year

Mission & Purpose

Mercer is a global consulting firm that specializes in providing human resources, benefits, and investment-related services to organisations. They offer a wide range of consulting solutions in areas such as talent management, compensation and benefits, retirement planning, and investment advice. Mercer's ultimate mission is to help organisations and individuals achieve better health, wealth, and career outcomes. Their purpose lies in delivering personalised and data-driven solutions that address the evolving challenges in the workplace, improve employee well-being, and optimise organisational performance. By leveraging their expertise in human capital, health, and wealth management, Mercer aims to empower businesses to make informed decisions, attract and retain top talent, and create sustainable and thriving work environments. Additionally, they strive to assist individuals in making informed financial decisions to secure their financial future and retirement. Through their consulting services and research-driven insights, Mercer seeks to shape the future of work, promote employee well-being, and drive positive change in the world of work and benefits.

Benefits

  • Paid vacation and holidays

  • Life insurance

  • Legal assistance

  • Health club discounts