Senior Investment Consultant in Los Angeles, California

Investment Consultant

We are seeking a talented individual to join our Wealth at Mercer, a Marsh business. This role will be based in Denver, Irvine, Los Angeles, Phoenix, San Francisco or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office. As an Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations.

You'll present capital markets and performance updates to executive committees and stakeholders, build portfolio recommendations for large and jumbo clients, and analyze participant demographics and investment menu structure. You'll manage project plans, timelines, and budgets, and drive business development by expanding existing relationships and cultivating new clients.

What you need to have:

• Bachelor's degree required
• At least 8 years' of related investment industry experience
• Deep understanding of investments and retirement plans, including 401k, Defined Contribution and pension plans
• Experience with total portfolio management
• Experience responding to Requests for Proposal
• Experience creating and delivering presentations
• High level of proficiency in Microsoft Office, particularly PowerPoint and Excel
• Excellent organizational, interpersonal, verbal and written communication skills

What makes you stand out:

• Having CFA, CIMA, CAIA or MBA
• Experience prospecting for net new business
• Strong, demonstrated interest in capital markets and portfolio construction (not security selection), including the calculation and interpretation of standard risk/return metrics
• Strong, demonstrated interest in being client-facing and communicating technical (not necessarily financial) information concisely to clients

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.

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 build the confidence to thrive through the power of perspective. Marsh is committed to embracing a diverse, inclusive and flexible work environment.

We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reaso Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.

All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $122,400 to $244,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.

Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.