Investment Consultant

Company:

Mercer

Description:

We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia, New York, Boston, Norwalk or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.

This is a client-facing, Investment Consulting role that will work primarily with Mercer’s Endowment and Foundation clients, a focus growth investment practice.

We will count on you to:

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.

• Analyze markets, investment managers, portfolios, and investment performance.

• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.

• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.

• Mentor junior colleagues in their career development.

• Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions.

What you need to have: 

• A bachelor's degree preferably in a field relevant to this position

• Pursuit of CFA charter

• 5-10 years of experience related to this position

• A proven history of excellent client service

• Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments

• Self-motivation and proven ability to work well in a team environment

• Ability to manage multiple priorities and work in a rapidly changing and dynamic environment

• Strong analytical, project management, and communication skills

• Mastery of detail while understanding the bigger picture

• Eagerness to learn and keep up to date with the investment industry and market conditions

• Adaptability and decisiveness

• Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint

• Ability and desire to manage, motivate, and mentor junior-level colleagues

• Preferred experience leading  relationships with both large and small endowment and foundation clients

What makes you stand out?

• Experience leading relationships with complex clients

• Demonstrable communication of both traditional and alternative investments 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 impact for 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 $88,000 to $176,000.

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.