Senior Investment Consultant I

This role’s primary focus is to bring new clients and significantly grow Mercer’s investment consulting business in Mexico and beyond. The Senior Investment Consultant I will serve as the primary investment consultant on medium and large clients and/or second on jumbo clients, including managing overall service delivery and solution design.

Requirements

• A Bachelor’s degree in finance, economics, mathematics, or other business-related area, with strong quantitative and analytical course content.
• AMIB Figura 3 certification.
• 8+ years’ experience in investment consulting with proven ability to sell and deliver investment consulting services to senior business leaders.
• Strong mathematical and financial skills and knowledge.
• Good knowledge of pensions industry, markets, investment managers, and relevant legislation.
• Specialized knowledge of investment products and services.
• Ability to consult on all products within the investment market and advise clients on appropriate choices for their situation.
• Highly analytical with a strategic mindset, excellent client-facing skills, and strong written and verbal communication.
• Experience in leading projects and managing client expectations.
• Advanced skills in MS Office – Word, PowerPoint, and Excel.
• Strong command of spoken and written English is a must.
• Experience in designing and developing ALM Models (preferably).

Benefits

• health benefits
• dental benefits
• vision benefits
• paid time off
• 401(k) matching
• life insurance