Company:
Mercer
Description:
We are seeking a talented individual to join our Investment team at Mercer. This role can be based in Chicago, Boston or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office.
As an Investment Principal, and member of our US Fixed Income Portfolio Management team, you will help oversee portfolio performance and exposure for clients who have outsourced their investment management activities to Mercer. You will analyze capital market returns, economic activity and industry trends to help clients obtain their financial objectives and mitigate investment risk. We are looking for a Fixed Income subject matter expert and a senior individual contributor who is comfortable managing large-scale projects, coaching junior team members, and solving complex problems. As a team member, you will work on projects involving data-driven client insights, understanding and communicating the value of our fixed income multi-manager funds, building new multi-manager portfolios, analyzing portfolio risk, and monitoring manager performance.
We will count on you to:
- Be a critical thinker, learn on the job quickly, communicate effectively within the team and also with external teams and clients, and manage time efficiently
- Work independently and as a team, meet deadlines, produce client ready materials with minimal rework
- Have a high-level understanding of financial markets and how the OCIO business model works
- Understand and communicate drivers of risk for underlying bond markets/ sectors
- Proactively participate in asset manager calls to glean necessary information and synthesize for our team
- A holistic understanding of portfolio construction and asset allocation (total portfolio)
- Understand and communicate the structure of Mercer’s fixed income solutions and how they are used by different client segments
- Build multi-manager portfolios within the asset class
- Produce annual deep dive of fixed income funds, including drivers of performance attribution and risk contributors
- Use tools to manage the investment process, including Excel, PowerPoint, Barra, FactSet, Bloomberg, etc.
What you need to have:
- BA/BS degree in finance, economics, or a related business field with a strong foundation in quantitative and analytical skills
- 10+ years of investment experience in Fixed Income
- Intellectual curiosity, tenacity, and willingness to take on new opportunities
- Strong analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment
- Strong writing and communication skills
- Managing Relationships: Demonstrated ability in building strong relationships with colleagues across different divisions
- Planning and Organizing: Ability to effectively prioritize workload to support the team
- Proficient in Excel and working knowledge of the MS Office suite
What makes you stand out?
- Strong team collaboration skills with a positive, proactive attitude
- Quick learner with the ability to absorb new information and take ownership of tasks
- Adaptable and capable of thriving in a dynamic, high-performing environment while supporting colleagues
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, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan 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 reasonableaccommodations@mmc.com.
Marsh McLennan 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 McLennan 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 $126,000 to $252,000.
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.