Senior Associate, Institutional Investment Consultant

• Support investment services for diverse institutional clients
• Collaborate with experts to build portfolios, evaluate asset managers, and analyze portfolio performance
• Support client leads or serve as a client lead based on experience, knowledge, and skills
• Work with client staff, investment committees, and boards to understand needs, objectives, and investment constraints
• Examine and monitor developments in the economy, global capital markets, and asset management community
• Communicate relevant market and industry updates to clients
• Use AI and technology-enabled tools
• Manage projects collaboratively by defining objectives, making recommendations, and ensuring timely, best-practice client deliverables
• Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data
• Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment activities
• Participate in or lead quarterly or ad-hoc client meetings
• Mentor and teach junior analysts

• 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 Power Point
• Experience leading relationships with complex clients
• Demonstrable communication of both traditional and alternative investments to clients
• Familiarity with institutional clients and plan types, including defined contribution, defined benefit, endowment, foundation, insurance, and wealth management

Demonstrates expertise in investment services, portfolio construction, and performance analysis while effectively communicating complex investment topics to diverse institutional clients. Proficient in project management and collaboration, with a strong commitment to continuous learning and adaptability in a dynamic environment.

• Investment Experience
• CFA, CAIA, CIMA, or CIPM Designation
• Performance Calculations
• Project Management
• Client Communication

• Portfolio Construction
• Performance Analysis
• Risk Metrics
• Investment Structure Reviews
• Asset Allocation Studies
• Investment Manager Searches
• Microsoft Excel
• Microsoft Word
• Microsoft Power Point

• Analytical Skills
• Communication Skills
• Self-Motivated
• Adaptability
• Decisiveness

• CFA
• CAIA
• CIMA
• CIPM

• Institutional Clients
• Defined Contribution
• Defined Benefit
• Endowment
• Foundation
• Insurance
• Wealth Management

• AI Tools
• Technology-Enabled Tools