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About the Role

As an Institutional Investment Consulting Associate, you will support investment advice for institutional clients, build portfolios, evaluate asset managers, and analyze portfolio performance. You will 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.

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
Project management
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 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.
Mercer helps 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.

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.