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About the Role
As an Institutional Investment Consulting Associate on Mercer's Wealth team, you will support investment advice for institutional clients, build portfolios, evaluate asset managers, and analyze performance. You will ensure clear communication of critical updates and assist in managing consulting relationships through meeting coordination, project management, and timely report delivery. This role offers an opportunity to develop deep industry knowledge and contribute to impactful client outcomes.
Responsibilities
- 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.
Requirements
- 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.
Skills
- Investment advice
- Portfolio building
- Asset manager evaluation
- Portfolio performance analysis
- Client communication
- Meeting coordination
- Project management
- Report delivery
- Performance calculations
- Risk metrics
- Portfolio construction
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
Location
- Chicago
- Columbus
- Dallas
- Denver
- Irvine
- Los Angeles
- Minneapolis
- Phoenix
- Pittsburgh
- San Francisco
- Seattle
- Southfield
- St. Louis
Work Type
- Hybrid
Experience Level
- 2-5 years
Education Level
- Bachelor's degree
Salary/Compensations
- $67,000 to $134,000
Benefits
- Professional development opportunities
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
About the Company
- Mercer is a Marsh business, a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
- Marsh has 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 on LinkedIn and X.
Equal Opportunity
- 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, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
- If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.
- Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.
- 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.