We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business, as an Institutional Investment Consulting Senior Associate. The role involves supporting a diverse range of institutional clients, collaborating with experts to build portfolios, and analyzing portfolio performance. The ideal candidate will have a bachelor's degree, 5-10 years of relevant investment experience, and a designation such as CFA or CAIA.
Requirements
- 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
- 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
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
