Institutional Investment Consultant, Senior Associate

About the role

Join our Wealth team at Mercer, a Marsh business, supporting a range of investment services provided to institutional clients. This role can be based in Chicago, Denver, Los Angeles, Minneapolis, or Seattle with a hybrid work arrangement requiring a minimum of three days per week in the office.

Responsibilities

• 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

Qualifications

• 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

Preferred qualifications

• 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

Benefits

• Professional development opportunities, interesting work and supportive leaders
• Vibrant and inclusive culture with talented colleagues
• Range of career opportunities
• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs

Pay

Base salary range: $88,000 to $176,000. Base pay determined by experience, skills, training, location, certifications, education, and applicable minimum wage requirements. This position may also be eligible for performance-based incentives.

Schedule

Hybrid work arrangement requiring a minimum of three days per week in the office. Office-based teams will identify at least one "anchor day" per week for the full team to be together in person.