About

Company: Mercer Description: We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto, Montreal or Vancouver. This is a hybrid role that has a requirement of working at least three days a week in the office. The Equity Associate Portfolio Manager role will be part of Mercer’s Portfolio Management team, a key component of Mercer’s Investment Solutions business. The broadening of our client base to include more diversity in client segments, sophistication, and sustainability orientation has placed greater importance on innovation and thought leadership. This position will have a key role in supporting these efforts within the equity business. The successful candidate will take an active role in assisting the portfolio management team in relation to the range of Mercer’s investment solutions. Strong analytical skills, intellectual curiosity, and initiative are required for this role to be successful. The successful candidate will also work collaboratively, liaising locally and globally, with a range of our partner teams including clients servicing, business development and portfolio management. We will count on you to: Participate as part of the Canadian portfolio management team to manage equity funds and achieve client outcomes. Contribute to all global equity committees to represent Canada. Be a self-starter, question, challenge, enhance and improve existing processes. Work collaboratively with our sustainability team to promote ESG thought leadership. What you need to have: Minimum 5 years’ experience in investments, with preference given to equity experience. CFA Charterholder (or study of CFA charter under way). Strong technology skillset & ability to learn new systems. Knowledge of Bloomberg, Factset, CRIMS an asset. Ability to work with excel is required. Proficient written and verbal skill set. Relevant work experience in investment management/consulting and related fields. What makes you stand out? Focus on the client’s objectives when managing assets. Strong team-based approach, with collaborative style that welcomes self-challenge. Interest in fund-of-fund approach and the ability to understand various investment managers and styles available to achieve investment results. Portfolio construction experience. Bilingual (French/English) an asset (not required) #WealthNorthAmerica 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 $24 billion and more than 90,000 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 the Accessibility for Ontarians with Disabilities Act, 2005, 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. The applicable base salary range for this role is $91,200 to $151,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs. Click here to return to the MMC Careers Site Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter @mmc_global or subscribe to BRINK.