Wealth Investment Analyst- New York- Campus Program 2026
Marsh McLennan
- Location
- New York - 1166
- Work model
- On-Site
- Level
- Mid
- Posted
- Sep 9, 2026
About this role
WHO WE ARE
We’re Mercer – we believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries.
THE POSITION
Wealth Investment Analyst Mercer’s Investments business is a leading global provider of investment services. We offer customized guidance at every stage of the investment decision. For more than 40 years, Mercer’s Investments business has provided investment advice and solutions to corporate pension funds and 401(k) plans, foundations, endowments, wealth managers and other institutional investors. As an Investment Analyst, you will use your drive and strong analytical and communication skills to help your team achieve clients’ goals. To learn more about Mercer’s Wealth Investment practice, please visit https://www.mercer.com/what-we-do/wealth-and-investments.html WHAT WE VALUE Strong analytical skills, both quantitative and qualitative, and working knowledge of Microsoft Office—Word, Excel, and PowerPoint Knowledge of data analysis, project management, and presentation design Excellent interpersonal, verbal, and written communication skills Intellectual curiosity; seeking opportunities to develop new skills Ability to work in teams and be flexible to work under tight deadlines and changing client needs Strong organizational skills and attention to detail PREFERRED QUALIFICATIONS A bachelor's degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content Minimum GPA of 3.0/4.0 Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future WHAT A TYPICAL DAY LOOKS LIKE Critically analyze different investment markets, managers’ investment styles, and portfolio characteristics and evaluate their impact on investment performance each quarter. Produce accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues. Assist in producing quarterly presentations that will review the general state of the economy, stock/bond market performances both domestically and internationally, economic trends, and changes in regulations affecting investments. Collect data needed for quarterly performance reports and analyze the client’s portfolio performance, including performance of each of the funds within the client’s investment options. Coordinate the collection of client specific data from external vendors for reporting. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner. Play an important role in investment manager searches, mutual fund selection, asset allocation studies, and other investment-related activities. WHAT’S IN IT FOR ME? Be challenged to deliver impactful solutions for major organizations and have a direct impact on their employees Develop your natural skills and learn new ones Opportunity to work with some of the smartest people in the industry Excellent growth, mobility and advancement opportunities Top benefits – generous PTO including vacation, sick, and even 1 day off for community service! JOIN US We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. We offer several Business Resource Groups (BRGs) that employees can participate in (MMC Pride, Rising Professionals, Racial, Ethnic & Multicultural Diversity) Learn more