Institutional Investment Consulting Associate
About the role
We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role can be based in Chicago, Columbus, Dallas, Denver, Irvine, Los Angeles, Minneapolis, Phoenix, Pittsburgh, San Francisco, Seattle, Southfield, or St. Louis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You’ll ensure clear communication of critical updates and assist in managing consulting relationships through meeting coordination, project management, and timely delivery of reports. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!
Responsibilities
- Examine and monitor developments at investment management firms and communicate relevant updates to clients
- Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools
- Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring
- Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters
- Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities
- Participate in quarterly or ad-hoc client meetings
- Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis
Requirements
- Bachelor's degree from an accredited institution with course