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Investment Consulting Analyst
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Investment Consulting Analyst

发布于 大约 14 小时前

普通员工/个人贡献者

FWD Tower, 979 King's Road, Taikoo Place, Hong Kong, Hong Kong
初级经验
全职员工
混合式弹性办公
学历未注明
投资顾问
Cfa
Powerpoint
Vba
投资咨询
资产配置
风险分析
基金业绩分析
投资经理选择

AI 估算 · 35k–55k

香港金融咨询行业初级分析师，技能要求高，跨国企业平台，薪资具有竞争力。

职位详情

关于这个职位

This role involves supporting the Wealth team at Mercer in Hong Kong, focusing on investment consulting and portfolio analysis. You will assist with asset allocation, investment manager selection, performance evaluation, and risk analysis for clients. The position offers a hybrid work arrangement, requiring at least three days in the office per week, with opportunities to contribute to client projects and business development.

最低要求

+ years of relevant experience.

Good academic track record, preferably in subjects such as Mathematics, Finance (Accounting/ Management/ Behavioural), Actuarial Sciences or Engineering.
Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
Attention to detail, organized and ability to multi-tasks.
Self-initiative and curiosity in investment services and financial markets, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
Experience of writing or summarising research reports for market/valuation analysis in a professional capacity will support your application.
Proficient with Excel, Powerpoint and Bloomberg.
Strong written and verbal skills in English and Cantonese.

工作职责

Assist in client’s portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercer’s proprietary analytics tools, internal databases and third party resources.

Support the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, preparing proposals and attending client meetings.
Contribute to projects through effective management of tasks, and directly lead some smaller client deliverables.
Prepare marketing materials and assist in researching complex inquiries. Support business development initiatives and proposals.
Initiate and lead implementation of ideas that will improve the efficiency, accuracy, controls in relation to assigned work or projects.

优先资格

Being CFA or close to completing the charter, or other professional qualification preferred.

Strong knowledge in various asset classes and fund products highly desirable.
VBA, Python or other programming language a plus.
Mandarin would be a plus.

AI 洞察

优缺点分析

优点

  • Work with a global leader in investment consulting, gaining exposure to institutional clients and complex portfolios.
  • Hybrid work model provides flexibility while maintaining office collaboration.
  • Professional development opportunities and support for achieving qualifications like CFA.
  • Multinational environment enhances cross-cultural and language skills.
  • Fast-paced consulting environment may require managing multiple tasks and stringent deadlines.
  • High standards for analytical accuracy and attention to detail could be demanding.
  • Requires strong proficiency in both English and Cantonese, limiting candidate pool but also reflecting local market needs.
  • This role is ideal for candidates with a strong analytical background in finance or mathematics, who are detail-oriented, curious about investment markets, and comfortable working in a dynamic consulting environment.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Start as an Investment Consulting Analyst, progressing to senior analyst and eventually consultant roles.
  • Opportunity to specialize in asset classes, portfolio construction, or investment strategy.
  • Potential to move into leadership positions within the Wealth team or broader consulting practice.
  • Perform portfolio management analysis for clients, including asset allocation, manager selection, and fund performance evaluation.
  • Support full-cycle client projects by conducting research, data analysis, drafting reports, and preparing proposals.
  • Contribute to business development by preparing marketing materials and addressing complex client inquiries.
  • Strong analytical and technical skills, comfortable with large data sets and complex comparative analysis.
  • Proficiency in Excel, PowerPoint, and Bloomberg
  • programming languages like VBA or Python are a plus.
  • Excellent written and verbal communication in English and Cantonese
  • Mandarin is a plus.
  • Self-motivated with attention to detail and ability to multitask.

申请策略

  • Tailor your resume to explicitly mention the required skills and experiences listed in the job description.
  • Research Mercer’s wealth services and recent client engagements to demonstrate understanding in the interview.
  • Highlight any previous experience in portfolio analysis, investment research, or financial consulting.
  • Emphasize proficiency in Excel, PowerPoint, and Bloomberg, along with any programming skills like Python or VBA.
  • Showcase strong academic background in relevant subjects and progress towards CFA or other professional certifications.
  • Demonstrate experience writing research reports or summarizing market data.
  • If not yet proficient, strengthen Excel skills for financial modeling and data analysis.
  • Consider starting CFA preparation or other finance certifications to enhance competitiveness.

面试指南

  • Use the STAR method (Situation, Task, Action, Result) to structure behavioral answers.
  • For technical questions, explain your thought process step-by-step and highlight any relevant tools used.
  • Connecting your response to Mercer’s clients and business can show deeper understanding.
  • Tell us about your experience with portfolio analysis or investment research.
  • How do you approach analyzing a large dataset and extracting meaningful insights?
  • Describe a time you had to prioritize multiple tasks under tight deadlines.
  • Why are you interested in investment consulting, and specifically at Mercer?
  • How do you handle situations when you need to present complex information to clients?

职位点评

70
综合评分

Reputable firm, strong learning opportunities, hybrid work, competitive but undisclosed pay.

从薪资福利、成长空间、工作节奏和岗位方向综合评估，方便横向比较。

更适合这类人
This role is best suited for candidates who prioritize professional growth and skill development in investment consulting, while accepting moderate work-life balance.
表现最好
成长发展
相对薄弱
使命价值
薪资福利65
成长发展80
工作生活70
使命价值60

薪资福利

65中等

The role offers competitive compensation typical for Hong Kong consulting positions, but exact salary is not disclosed. Benefits are not explicitly stated in the job description.

薪资信号未披露（AI估算：35K-55K/月）

成长发展

80较高

The position provides strong professional development opportunities, including support for qualifications like CFA and exposure to diverse investment projects. The company emphasizes growth and learning.

技术前沿主流现代技术
技术栈Excel、PowerPoint、Bloomberg、VBA、Python
成长机会professional development opportunities、career opportunities
业务类型profit_center

工作生活

70中等

The hybrid work model (three days in office) provides flexibility, but the fast-paced consulting environment may imply some overtime. Location is in a prime Hong Kong business area.

工作模式混合式弹性办公
办公地点市区核心地段
加班情况未提及（无法判断）

使命价值

60中等

The role contributes to clients' investment success, but the direct social impact is neutral. The industry is stable and mature, with moderate innovation.

行业发展稳定成熟行业
社会影响中性/一般
使命信号create new solutions and have impact for colleagues, clients and communities
创新程度积极采用新技术

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