Hybrid Senior Investment Consultant - Growth & Leadership

Marsh Mclennan; Xico; Hybrid; MXN 1,200,000 - 1,800,000; Full time

Job summary

Mercer seeks an experienced investment consultant to lead and expand the investment consulting practice for medium to large institutional clients in Mexico and beyond.

You will manage day-to-day client relationships, design tailored investment solutions, and collaborate with teams to ensure high-quality service delivery and client satisfaction. The role emphasizes business development and strategic growth within a hybrid work environment.

Qualifications

• Bachelor’s degree in finance, economics, mathematics, or related field.
• AMIB Figura 3 certification.
• 8+ years’ experience in investment consulting.
• Strong mathematical and financial skills; knowledge of pensions.
• MS Office – Word, PowerPoint, and Excel.

Responsibilities

• Provide investment advice to institutional clients on objectives, policy, managers, and risk.
• Create and evaluate investment strategies and their impact for large clients.
• Develop project work plans and monitor timelines and budgets.
• Support aggressive marketing and expansion of Mercer’s Investment Consulting business.
• Grow retainer and project relationships through new business development and client acquisition.

Skills

Strong quantitative skills

English fluency

Education

Bachelor's degree in finance/economics/math

AMIB Figura 3 certification

MBA/CFA/CIPM preferred

Tools

Excel

PowerPoint

Word

Job description

Mercer seeks an experienced investment consultant to lead and expand the investment consulting practice for medium to large institutional clients in Mexico and beyond.

You will manage day-to-day client relationships, design tailored investment solutions, and collaborate with teams to ensure high-quality service delivery and client satisfaction. The role emphasizes business development and strategic growth within a hybrid work environment.