Institutional Investment Consulting Associate

Job :
Marsh Mc Lennan Location : 1301 Fifth Avenue, Rainier Tower, Seattle, WA 98101, United States of America | Four Embarcadero Center, San Francisco, CA 94111, United States of America | One Towne Square, Southfield, MI 48076, United States of America | 633 West 5th Street, Los Angeles, CA 90071, United States of America | 2325

E. Camelback Road, Phoenix, AZ 85016, United States of America | 800 Market Street, Bank of America Plaza, St. Louis, MO 63101, United States of America | 325 John H McConnell Blvd, Columbus, OH 43215, United States of America | 1900 Lawrence Street, Denver, CO 80202, United States of America | 155 North Wacker Drive, Chicago, IL 60606, United States of America | 17901 Von Karman Avenue, Irvine, CA 92614, United States of America | 1717 Main Street, Comerica Bank Tower, Dallas, TX 75201, United States of America | 333 South Seventh Street, SPS Tower, Minneapolis, MN 55402, United States of America | Six PPG Place, Pittsburgh, PA 15222, United States of America

Employment type:

Regular Category:
Consulting Industry: Real Estate Posted:
We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role can be based in Chicago, Columbus, Dallas, Denver, Irvine, Los Angeles, Minneapolis, Phoenix, Pittsburgh, San Francisco, Seattle, Southfield, or St. Louis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You’ll ensure clear communication of critical updates and assist in managing consulting relationships through meeting coordination, project management, and timely delivery of reports. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!

We will count on you to:

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

Participate in quarterly or ad-hoc client meetings

Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis

What you need to have:

Bachelor's degree from an accredited institution with coursework in business or investment-related courses2-5 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 Power Point What  makes you stand out?

Familiarity with a variety of institutional clients and plan types

Why join our team:

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

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.

The applicable base salary range for this role is $67,000 to $134,000.The base pay offered will be determined on factors such as experience, skills, training, location,…