Institutional Investment Consulting Senior Associate

About the role

This role can be based in Chicago, Denver, Los Angeles, Minneapolis, or Seattle. It is 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.

Requirements

• 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.
• Effective in multitasking and managing 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.
• Proficient in Microsoft Excel, Word, and PowerPoint.

Qualifications

• Self-motivated and effective in a highly collaborative team environment.
• Strong analytical, project management, and communication skills.
• 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.

Skills

• Self-motivated and effective in a highly collaborative team environment.
• Strong analytical, project management, and communication skills.
• 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

• 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.
• We provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Pay

The applicable base salary range for this role is $88,000 to $176,000. 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.