Marsh & McLennan Investment Consulting Analyst in Montreal, Canada

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit for more information and follow us on LinkedIn and Twitter @Mercer

As an Investment Consulting Analyst you will be supporting our investment consultants in providing a range of investment services to institutional clients, such as sponsors and trustees of pension funds, endowments, and other institutional asset pools. The Analyst, under the direction of senior analysts and associates, will work as part of a team on a wide variety of projects.


  • Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools;

  • Produce 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;

  • Communicate with investment managers, record keepers and custodians to gather and/or clarify client-specific data for reporting;

  • Play an important role in investment manager searches, asset allocation studies, and other ad-hoc investment-related projects;

  • Support consultants in servicing existing clients and prospects;

  • Develop the knowledge and skills required to allow progression to a consultant role;

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

  • Represent and promote the “face” of Mercer, both internally and externally;


  • Bachelor’s degree, preferably in business, finance, actuarial studies, or related discipline;

  • Working towards completion of the Chartered Financial Analyst (CFA) program would be considered an asset;

  • Relevant experience in investment consulting, financial services or pension environment working in an analyst capacity is preferred;

  • General knowledge of the institutional investment industry, understanding of investment concepts and the financial markets;

  • Strong communication skills (both written and oral, in English and French);

  • Strong analytical skills and attention to detail;

  • Ability to multi-task, work under tight deadlines and demonstrate problem solving skills;

  • Strong organizational and time management skills;

  • Motivated and willing to learn;

  • Overall good technical skills including proficiency in Microsoft Office, with a high proficiency in Excel.

Mercer is an equal opportunity employer.