Senior Associate – Institutional Investment Consulting

Responsibilities

• Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints.
• Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients.
• Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.
• Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.
• Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment-related activities.
• Participate in, or lead, quarterly or ad-hoc client meetings.
• Mentor and teach junior analysts looking to develop their skills.

• 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 PowerPoint.