Institutional Investment Consulting Associate

About the role

This role can be based in various locations including Chicago, Columbus, Dallas, Denver, Irvine, Los Angeles, Minneapolis, Phoenix, Pittsburgh, San Francisco, Seattle, Southfield, and St. Louis. It offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

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 coursework in business or investment-related courses
• 2-5 years of relevant investment experience
• Actively pursuing or willing to obtain 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
• High-level attention to detail and an understanding of its impact on the bigger picture
• Commitment to continuous learning and staying current with industry trends and market conditions
• Adaptability and decisiveness
• Proficient in Microsoft Excel, Word, and PowerPoint

Qualifications

• Knowledge of performance calculations, risk metrics, and portfolio construction
• Strong analytical, project management, and communication skills
• High-level attention to detail and an understanding of its impact on the bigger picture
• Commitment to continuous learning and staying current with industry trends and market conditions
• Adaptability and decisiveness
• Proficient in Microsoft Excel, Word, and PowerPoint

Skills

• Knowledge of performance calculations, risk metrics, and portfolio construction
• Strong analytical, project management, and communication skills
• High-level attention to detail and an understanding of its impact on the bigger picture
• Commitment to continuous learning and staying current with industry trends and market conditions
• Adaptability and decisiveness
• Proficient in Microsoft Excel, Word, and PowerPoint

Benefits

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. The applicable base salary range for this role is $67,000 to $134,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Pay

The applicable base salary range for this role is $67,000 to $134,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.

Schedule

All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.