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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 a dynamic 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.
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
- 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.
- Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis.
- Participate in quarterly or ad-hoc client meetings.
Requirements
- A 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.
- Familiarity with a variety of institutional clients and plan types (Endowments, Foundations, Defined Benefit, Defined Contribution).
Skills
- Investment advice
- Portfolio building
- Asset manager evaluation
- Portfolio performance analysis
- Client communication
- Project management
- Meeting coordination
- Report delivery
- AI and technology utilization
- Investment data analysis
- Manager monitoring
- Investment manager searches
- Investment structure reviews
- Mutual fund selection
- Asset allocation studies
- New business presentations
- Investment policy statement analysis
- Strategic portfolio structure analysis
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
Location
- New York City
- Boston
- Norwalk
- Philadelphia
- King of Prussia
Work Type
- Hybrid
- Full-time
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
- 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. 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.
- Marsh is committed to embracing a diverse, inclusive and flexible work environment.
- 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.
Equal Opportunity
- Marsh is committed to attracting and retaining 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.