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About the Role
As an Investment Consultant, you will advise institutional clients on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. You will present capital markets and performance updates, build portfolio recommendations, and analyze participant demographics. You will also manage project plans, timelines, and budgets, and drive business development.
Responsibilities
- Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and services standards are met
- Maintain and expand client relationships
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools
- Ensure that specialist teams are involved in the provision of advice as and when appropriate
- Peer review reports, adding client-specific information and ensuring client suitability
- Direct the work of employees in a project team and coach/mentor junior colleagues
- Lead efforts to aggressively market and expand the Investment consulting business as well as Mercer's broader services as appropriate
- Gather data from various teams within Mercer on capital markets, manager research, and performance reporting
- Interact with third-party investment managers and custodians for pertinent information
- Evaluate and synthesize key drivers of client portfolio performance given overall capital markets, third-party managers' investment styles and total portfolio characteristics
- Produce written quarterly materials in PowerPoint, including both content and formatting
- Understand client/prospect investment objectives and constraints
- Work with third-party manager due diligence team to evaluate and select investments to fulfill the asset allocation
- Monitor performance and business developments of third-party managers in client portfolios and notify clients of critical issues in an accurate and timely manner
Requirements
- Bachelor's degree required
- At least 8 years' of related investment industry experience
- Deep understanding of investments and retirement plans, including 401k, Defined Contribution and pension plans
- Experience with total portfolio management
- Experience responding to Requests for Proposal
- Experience creating and delivering presentations
- High level of proficiency in Microsoft Office, particularly PowerPoint and Excel
- Excellent organizational, interpersonal, verbal and written communication skills
- Experience prospecting for net new business
- Strong, demonstrated interest in capital markets and portfolio construction (not security selection), including the calculation and interpretation of standard risk/return metrics
- Strong, demonstrated interest in being client-facing and communicating technical information concisely to clients
Skills
- Microsoft Office
- PowerPoint
- Excel
- Capital markets
- Portfolio construction
- Risk/return metrics
- Client-facing communication
Location
- Denver
- Irvine
- Los Angeles
- Phoenix
- San Francisco
- Seattle
Work Type
- Hybrid
- Full-time
Experience Level
- 8+ years
Education Level
- Bachelor's degree
- CFA
- CIMA
- CAIA
- MBA
Salary/Compensations
- $122,400 to $244,800
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings
- Other retirement programs
- Employee assistance programs
About the Company
- 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.
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.