We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role can be based in Chicago, Denver, Los Angeles, Minneapolis, Seattle, 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!
We will count on you to:
* 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
* 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
What you need to have:
* A 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
What makes you stand out?
* Familiarity with a variety of institutional clients and plan types
Why join our team:
* 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.
* Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background
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