Vista previa de la oferta
Institutional Investment Consultant, Senior Associate
senior · Consulting
Company:
MercerDescription:
We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role can be based in Chicago, Denver, Los Angeles, Minneapolis, or Seattle. This is a hybrid work arrangement, requiring a minimum of three days per week in the office.
As an Institutional Investment Consulting Senior Associate, you will play a key role in supporting the range of investment services provided to a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You will support client leads or serve as a lead of your own based on your experience, knowledge, and skillset. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!
We will count on you to:
Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints.
Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients
Thrive and be motivated by an environment that embraces AI and technology-enabled tools
Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.
Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.
Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment-related activities
Participate in, or lead, quarterly or ad-hoc client meetings
Mentor and teach junior analysts looking to develop their skills
What you need to have:
A bachelor's degree from an accredited institution with coursework in business or investment-related courses
5-10 years of relevant investment experience
Actively pursuing or already obtained the CFA, CAIA, CIMA, or CIPM designation
Knowledge of performance calculations, risk metrics, and portfolio construction
Self-motivated and effective in a highly collaborative team environment
Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting
Strong analytical, project management, and communication skills
Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments
Commitment to continuous learning and staying current with industry trends and market conditions
Adaptability and decisiveness
Proficient in Microsoft Excel, Word, and PowerPoint
What makes you stand out?
Experience leading relationships with complex clients
Demonstrable communication of both traditional and alternative investments to clients
Familiarity with a variety of institutional clients and plan types, such as defined contribution, defined benefit, endowment, foundation, insurance, and the wealth management community
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.