Senior Investment Consultant | Asset Allocation Leader

Mercer; Dubai; On-site; AED 350,000 - 550,000; Full time

Job summary

Mercer Wealth is seeking a Senior Investment Consultant to lead advisory and asset allocation work for institutional clients in Riyadh or Dubai. You will design investment strategies, perform asset-liability modeling, and lead manager research while mentoring junior staff in a collaborative, growth-focused environment.

The role requires strong quantitative skills, with CFA charter, MBA, or actuarial credentials as a plus, and the ability to communicate complex concepts clearly to senior clients.

Qualifications

• Bachelor’s degree in finance, economics, mathematics, or a related business discipline.
• 5 to 10 years of relevant investment experience, ideally within institutional consulting or asset management.
• Proven ability to present confidently to clients and collaborate effectively within a team.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Exceptional analytical, modeling, project management, and communication skills.

Responsibilities

• Collaborate closely with senior consultants and analysts to provide ongoing, high-impact investment advice to institutional clients.
• Design and analyze strategic investment solutions customized to each client’s unique circumstances.
• Develop and critically review complex strategic asset allocations and conduct sophisticated asset-liability modeling.
• Lead manager research and selection processes across a broad spectrum of public and private asset classes.
• Work hand-in-hand with Mercer’s specialist teams to deliver integrated, comprehensive investment consulting solutions.
• Prepare detailed client reports and essential investment governance documentation, including investment policy statements.
• Engage actively in portfolio structuring, performance monitoring, and manager oversight to ensure optimal client outcomes.
• Mentor and inspire junior team members, fostering a culture of excellence and collaboration.

Skills

Quantitative skills

Analytical skills

Presentation skills

Team collaboration

Excel

PowerPoint

Word

Financial modeling

Project management

Communication

Education

Bachelor’s degree (finance/economics/math)

Job description

Mercer Wealth is seeking a Senior Investment Consultant to lead advisory and asset allocation work for institutional clients in Riyadh or Dubai. You will design investment strategies, perform asset-liability modeling, and lead manager research while mentoring junior staff in a collaborative, growth-focused environment.

The role requires strong quantitative skills, with CFA charter, MBA, or actuarial credentials as a plus, and the ability to communicate complex concepts clearly to senior clients.