Institutional Investment Consulting Senior Associate

We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role can be based in Chicago, Denver, Los Angeles, Minneapolis, Seattle, or St. Louis. This is a hybrid work arrangement, requiring a minimum of three days per week in the office.

As an Institutional Investment Consulting Senior Associate, you will play a key role in supporting the range of investment services provided to a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You will support client leads or serve as a lead of your own based on your experience, knowledge, and skillset. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!

We will count on you to:

* Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints.

* Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients

* Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.

* Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.

* Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment-related activities

* Participate in, or lead, quarterly or ad-hoc client meetings

* Mentor and teach junior analysts looking to develop their skills

What you need to have:

* A bachelor's degree from an accredited institution with coursework in business or investment-related courses

* 5-10 years of relevant investment experience

* Actively pursuing or already obtained 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

* Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments

* Commitment to continuous learning and staying current with industry trends and market conditions

* Adaptability and decisiveness

* Proficient in Microsoft Excel, Word, and PowerPoint

What makes you stand out?

* Experience leading relationships with complex clients

* Demonstrable communication of both traditional and alternative investments to clients

* Familiarity with a variety of institutional clients and plan types, such as defined contribution, defined benefit, endowment, foundation, insurance, and the wealth management community

Why join our team:

* We help you be your best through professional development opportunities, interesting work and supportive leaders.

* A career path towards acquiring and managing your own portfolio of clients

* 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.

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 buil

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