Mercer
Wealth Management
InstitutionalInvestmentConsultingSeniorAssociate
“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
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