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.
• 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

• Professional development opportunities.
• Interesting work and supportive leaders.
• Flexible work arrangements including remote work options.
• Competitive total rewards package including 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 $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.