Senior Investment Consultant
MMC

Chicago, Illinois

This job has expired.


Mercer is seeking candidates for the following position based out of the Chicago, Minneapolis, St. Louis or Dallas office:

Senior Investment Consultant

What can you expect?

  • The Senior Investment Consultant is a client-facing role that provides investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of investments
  • You will present (in person or virtually) regular updates on capital markets and investment performance to executive-level committees and other stakeholders
  • You will help defined contribution and defined benefit plan sponsors with all aspects of their retirement benefit strategy
  • You will focus on improving participant outcomes and helping plan sponsors meet their fiduciary obligations
  • You will advise plan sponsor clients on investment policy development, asset allocation, investment selection and monitoring, participant demographic analysis, investment menu structure, and administrative oversight
  • You will construct portfolio recommendations and evaluate client portfolios focusing on generating optimal risk/return characteristics, investment strategies and their impact for large and jumbo market clients
  • You will create project work plans and monitor timelines and budgets
  • You will develop new business relationships with prospects and expand relationships with existing clients

What's in it for you?
  • A company with a strong brand, with experience developingsolutionsfortoday's and tomorrow's toughest challenges
  • The opportunity to partner with an experienced team to provide investment consulting to Mercer's clients
  • A culture of internal mobility, diversity, inclusion, and collaboration
  • A company-wide emphasis on Corporate Social Responsibility - all colleagues receive 8 hours of paid time off for volunteering, with the option to join organized group activities
  • Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a 401k with a fixed company contribution AND a company match

We will count on you to:
  • Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and services standards are met
  • Maintain and expand client relationships
  • Ensure that specialist teams are involved in the provision of advice as and when appropriate
  • Peer review reports, adding client-specific information and ensuring client suitability
  • Direct the work of employees in a project team and coach/mentor junior colleagues
  • Lead efforts to aggressively market and expand the Investment consulting business as well as Mercer's broader services as appropriate
  • Gather data from various teams within Mercer on capital markets, manager research, and performance reporting
  • As needed, interact with third-party investment managers and custodians for pertinent information
  • Evaluate and synthesize key drivers of client portfolio performance given overall capital markets, third-party managers' investment styles and total portfolio characteristics
  • Produce written quarterly materials in PowerPoint, including both content and formatting
  • Understand client/prospect investment objectives and constraints
  • Work with third-party manager due diligence team to evaluate and select investments to fulfill the asset allocation
  • Monitor performance and business developments of third-party managers in client portfolios and notify clients of critical issues in an accurate and timely manner

What you need to have:
  • Bachelor's degree required
  • At least10 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 and presenting to requests for proposal(RFP)
  • Experience creating and delivering presentations
  • Strong, demonstrated interest in being client-facing and communicating technical (not necessarily financial) information concisely to clients
  • High level of proficiency in Microsoft Office, particularly PowerPoint and Excel

What makes you stand out:
  • Having or interested in obtaining; 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
  • Experience or familiarity with not for profit(NFP) portfolios

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 81,000 colleagues and annual revenue of $19 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh McLennan and its Affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.


This job has expired.
Hispanic Inclusion Jobs
Job Alerts

Provide an email, zip code for jobs, and/or job category to subscribe to job alerts on Hispanic Inclusion Jobs. Learn more now.


*By subscribing, you agree to our Terms and Privacy Policy.

More Consultancy jobs


ASR Analytics
Phoenix, Arizona
Posted about 1 hour ago
ASR Analytics
Phoenix, Arizona
Posted about 1 hour ago
ASR Analytics
Phoenix, Arizona
Posted about 1 hour ago
View Consultancy jobs ยป