Senior Investment Consultant - Riyadh or Dubai

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

Exciting Career Opportunity

Are you ready to elevate your career with a global leader in investment consulting?

Senior Investment Consultant

Mercer Wealth | Riyadh or Dubai

Exciting Career Opportunity

Are you ready to elevate your career with a global leader in investment consulting?

Mercer Wealth is at the forefront of delivering bespoke investment advice and innovative solutions to institutional clients worldwide. With a dynamic presence in one of the fastest-growing markets, our multidisciplinary team combines deep expertise in investment strategy, manager research, fiduciary management, and operational consulting to meet the evolving needs of our clients.

About Mercer Wealth

Mercer Wealth is a premier global investment consulting firm dedicated to empowering institutional clients such as pension funds, sovereign wealth funds, endowments, foundations, and family offices. Our commitment to excellence and innovation drives us to deliver tailored strategies that create lasting value.

Position: Senior Investment Consultant

Location: Riyadh or Dubai

What You Can Expect

• Collaborate closely with senior consultants and analysts to provide ongoing, high-impact investment advice to a diverse portfolio of institutional clients.
• Play a key role in designing and analyzing 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.
• Thrive in a dynamic, collaborative environment that prioritizes professional growth and continuous learning.

Your Key Responsibilities

• Support senior consultants in delivering both day-to-day and strategic investment advice.
• Assist in the development of innovative investment strategies and complex asset-liability models.
• Conduct thorough manager research and portfolio structuring across multiple asset classes.
• Maintain and develop investment governance documentation and client reporting materials.
• Coordinate with Mercer’s specialist teams to ensure holistic client solutions.
• Analyze market trends, manager styles, and portfolio impacts to inform decision-making.
• Monitor portfolio performance and evaluate manager effectiveness rigorously.
• Mentor and inspire junior team members, fostering a culture of excellence and collaboration.

What You Need To Succeed

• Bachelor’s degree in finance, economics, mathematics, or a related business discipline, with strong quantitative and analytical skills.
• 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 environment.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Exceptional analytical, modeling, project management, and communication skills.

What Will Make You Stand Out

• Progress toward or attainment of professional qualifications such as CFA charter, actuarial certification, or MBA.
• Demonstrated capability to manage multiple priorities in a fast-paced, evolving environment.
• Experience mentoring junior staff and contributing positively to team development and culture.

Why Join Mercer Wealth?

At Mercer Wealth, you will be part of a forward-thinking team that values innovation, integrity, and impact. We offer a supportive environment where your expertise will be recognized and your career growth nurtured.

Join us in shaping the future of investment consulting in the Middle East and beyond.

Marsh 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, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.