Principal, Senior Investment Consultant, Head of Portfolio Solutions, Mercer
Rebecca Jacques is a Principal in Mercer’s Institutional Wealth business. As a Senior Investment Consultant, Rebecca is involved in preparing strategic investment advice to institutional, family offices, private banks and wealth management clients. Rebecca is also the Head of Portfolio Solutions for the Mercer Managed Account Unit overseeing in excess of $3 billion in bespoke Portfolio Solutions and is the Asia Pacific Representative for the Mercer Research Ratings Review Committee. She is based in Sydney.
Prior to joining Mercer in October 2018, Rebecca gained over 20 years of investment and financial services experience. This included heading up the managed funds research business at ASSIRT Pty Ltd, where she was responsible for managing the research team and developing the first retail alternative asset class product rating in the Australian retail marketplace. Rebecca was also part of the executive management team brought in to establish the retail presence of Deutsche Asset Management in Australia. She was also the chief operating officer of a boutique Hedge Fund established by the Chairman of AIMA Australia. Rebecca has led her own consultancy business providing investment and portfolio construction advice to independent financial planning firms, and dealer groups, as well as product and asset management consultancy to asset management firms.
Rebecca holds a Bachelor of Arts (Economics and Politics) (Honours) from Monash University; and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.