Mercer
Wealth Management
InstitutionalInvestmentConsultingSeniorAssociate
Neural analysis suggests this role is
optimal for Senior candidates.
“Institutional Investment Consulting Senior Associate at Mercer. Skills: Investment consulting, Portfolio management, Client relationship management. Understand client needs. Understand client objectives”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
bachelor's degree, 5-10 years investment experience, Actively pursuing CFA, CAIA, CIMA, or CIPM, Knowledge of performance calculations, Knowledge of risk metrics, Knowledge of portfolio construction, Experience presenting complex topics, Proficient in Microsoft Excel, Proficient in Microsoft Word, Proficient in Microsoft PowerPoint
Nice to Have
Experience leading client relationships, Familiarity with institutional clients, Familiarity with plan types
What You'll Do.
Understand client needs
Understand client objectives
Understand client investment constraints
Examine economic developments
Monitor capital markets developments
Monitor asset management community developments
Communicate relevant updates to clients
Define project objectives
Make project recommendations
Ensure client deliverables are timely
Ensure client deliverables represent best practices
Liaise with investment managers
Liaise with custodians
Liaise with Mercer experts
Gather client-specific data
Clarify client-specific data
Support investment manager searches
Support investment structure reviews
Support asset allocation studies
Support new business presentations
Support investment-related activities
Participate in client meetings
Mentor junior analysts
Teach junior analysts
How You'll Work.
Team & Collaboration
Collaborate with client staff; Collaborate with investment committees; Collaborate with boards; Collaborate with client team members; Collaborate with Mercer experts
Communication Scope
Present complex topics; Client communication
Process & Methodology
Project management
Full Job Description
## Company: Mercer ## ## Description: 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, or Seattle.** This is a hybrid work arrangement, requiring a minimum of three days per week in the office. As an **Institutional Investment Consulting Senior Associate** , you will play a key role in supporting the range of investment services provided to a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You will support client leads or serve as a lead of your own based on your experience, knowledge, and skillset. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes! **We will count on you to:** * 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 **What you need to have:** * 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
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