Senior Institutional Investment Manager - Hybrid, Mexico

Marsh Agency; Ciudad de México; Híbrido; MXN 900 000 - 2 100 000; Tempo integral

Resumo da oferta

Marsh (NYSE: MRSH) seeks an Institutional Investment Manager to drive growth in Mexico City hybrid role, leading investment consulting for mid-to-large clients and expanding the firm’s footprint. You will oversee service delivery, design solutions, and co‑lead cross‑LOB collaborations to deliver tailored financial guidance.

You’ll build on a strong background in investment consulting, leading complex projects, and expanding client relationships while maintaining global standards and regulatory

Qualificações

• Bachelor’s degree in finance, economics, mathematics, or other business-related area, with strong quantitative and analytical course content.
• AMIB Figura 3 certification.
• 8+ years' experience in investment consulting with proven ability to sell and deliver investment consulting services to senior business leaders.
• Strong mathematical and financial skills and knowledge.
• Good knowledge of pensions industry, markets, investment managers, and relevant legislation.
• Specialized knowledge of investment products and services.
• Ability to consult on all products within the investment market and advise clients on appropriate choices for their situation.
• Highly analytical with a strategic mindset, excellent client-facing skills, and strong written and verbal communication.
• Experience in leading projects and managing client expectations.
• Advanced skills in MS Office - Word, PowerPoint, and Excel.
• Strong command of spoken and written English is a must.
• Experience in designing and developing ALM Models (preferably).

Responsabilidades

• Provide investment advice to a wide range of institutional clients on determining investment objectives, establishing investment policy, selecting investment managers, consistently monitoring investment markets and client portfolios, managing and preparing for risk, and making adjustments to investment strategies.
• Create and evaluate investment strategies and their impact for large and jumbo market clients.
• Create project work plans and monitor timelines and budgets.
• Implement efforts to aggressively market and expand the Investment Consulting business as well as Mercer's broader services as appropriate.
• Grow a book of retainer and project relationships through new business presentations, RFP responses, joint calling with colleagues both within Investment Consulting and cross‑LOB, and by actively bringing in new clients to drive business growth.
• Maintain marketplace visibility through public speaking engagements, participation in professional societies, and publication of articles in appropriate trade journals.

Conhecimentos

Investment consulting

Quantitative skills

Client‑facing

English proficiency

Strategic thinking

ALM modeling

MS Office

Sales & business development

Formação académica

Bachelor’s degree in finance/economics/mathematics

AMIB Figura 3 certification

Ferramentas

MS Office

ALM Models

Descrição da oferta de emprego

Marsh (NYSE: MRSH) seeks an Institutional Investment Manager to drive growth in Mexico City hybrid role, leading investment consulting for mid-to-large clients and expanding the firm’s footprint. You will oversee service delivery, design solutions, and co‑lead cross‑LOB collaborations to deliver tailored financial guidance.

You’ll build on a strong background in investment consulting, leading complex projects, and expanding client relationships while maintaining global standards and regulatory