Senior Investment Consultant I

AE006 Mercer Financial Services Middle East Limited; Dubai; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading global investment consulting firm is seeking a Senior Investment Consultant I based in Dubai or Riyadh. This role involves providing tailored investment advice to institutional clients, conducting manager research, and developing strategic solutions. The ideal candidate will have 5-10 years of experience in investments, strong analytical and communication skills, and proficiency in Microsoft Office. Join a dynamic team focused on professional growth and collaboration in one of the fastest-growing markets.

Qualifications

• 5‑10 years of investment‑related experience.
• Strong technical skills across various Microsoft Office tools.
• Experience presenting to clients in a team-oriented environment.

Responsibilities

• Provide ongoing investment advice to diverse institutional clients.
• Support the design and analysis of strategic investment solutions.
• Conduct manager research and asset-liability modelling.

Skills

Investment strategy

Analytical skills

Presentation skills

Team collaboration

Education

Bachelor’s degree in finance, economics, mathematics, or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Description :

Mercer Wealth – Riyadh / Dubai

Mercer Wealth is a leading global investment consulting business dedicated to providing tailored investment advice and solutions to institutional clients. Our multi-disciplinary team combines deep expertise across investment strategy, manager research, fiduciary management, and operational consulting to deliver comprehensive services that meet evolving client needs in one of the world’s fastest-growing markets.

Mercer Wealth is seeking candidates for the following position based in the Riyadh or Dubai office

Senior Investment Consultant I

What can you expect :

• Work closely with senior consultants and analysts to deliver ongoing investment advice to a diverse range of institutional clients including pension funds, sovereign wealth funds, endowments, foundations, and family offices.
• Support the design and analysis of strategic investment solutions tailored to client‑specific circumstances.
• Develop and review complex strategic asset allocations and perform asset‑liability modelling.
• Conduct manager research and selection across public and private asset classes.
• Collaborate regularly with Mercer’s specialist teams to provide integrated investment consulting solutions.
• Produce detailed client reports and investment governance documentation such as investment policy statements.
• Engage in portfolio structuring, performance monitoring, and manager oversight.
• Join a dynamic, collaborative team with a strong focus on professional development and continuous learning.

We will rely on you to :

• Assist senior consultants in preparing and delivering day‑to‑day and strategic investment advice.
• Support the development of investment strategies and complex asset‑liability models.
• Conduct manager research and portfolio structuring across multiple asset classes.
• Develop and maintain investment governance documentation and client reporting.
• Liaise with Mercer’s specialist teams to ensure comprehensive client solutions.
• Analyze investment markets, manager styles, and portfolio impacts.
• Monitor portfolio performance and manager effectiveness.
• Mentor and motivate junior team members.

What you need to have :

• Bachelor’s degree in finance, economics, mathematics, or a related business field with strong quantitative and analytical coursework.
• 5‑10 years of investment‑related experience.
• Experience presenting to clients and working collaboratively in a team environment.
• Strong technical skills including proficiency in Microsoft Excel, Word, and PowerPoint.
• Excellent analytical, modelling, project management, and communication skills.

What makes you stand out :

• Pursuit of or attainment of professional qualifications such as CFA charter, Actuarial qualification, or MBA.
• Demonstrated ability to manage multiple priorities in a fast‑paced, dynamic environment.
• Proven experience mentoring junior staff and contributing to team development.