Hybrid Institutional Investment Consulting Associate

Mercer; Atlanta (GA); Hybride; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Professional development opportunities

Inclusive culture

Career opportunities and benefits

Résumé du poste

Mercer, a Marsh business, is looking for an Institutional Investment Consulting Associate in Atlanta, GA. This hybrid role requires you to engage with institutional clients, managing consulting relationships and delivering detailed investment reports. The ideal candidate has a bachelor's degree, 2-5 years of investment experience, and is pursuing or willing to obtain a relevant designation like CFA. Mercer values continuous learning and offers strong professional development. Join us to be part of a collaborative culture that impacts clients and communities.

Qualifications

• 2-5 years of relevant investment experience required.
• Actively pursuing or willing to obtain CFA, CAIA, CIMA, or CIPM designation.
• Strong attention to detail and commitment to continuous learning.

Responsabilités

• Examine developments at investment management firms and communicate updates.
• Manage projects ensuring timely, high-quality deliverables.
• Produce detailed client reports through investment data analysis.
• Liaise with investment managers for client-specific data gathering.
• Support investment manager searches, structure reviews, and presentations.
• Analyze investment policy statements and conduct portfolio analysis.
• Participate in client meetings.

Connaissances

Investment analysis

Project management

Communication skills

Analytical skills

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Formation

Bachelor's degree in business or investment-related courses

Description du poste

Mercer, a Marsh business, is looking for an Institutional Investment Consulting Associate in Atlanta, GA. This hybrid role requires you to engage with institutional clients, managing consulting relationships and delivering detailed investment reports. The ideal candidate has a bachelor's degree, 2-5 years of investment experience, and is pursuing or willing to obtain a relevant designation like CFA. Mercer values continuous learning and offers strong professional development. Join us to be part of a collaborative culture that impacts clients and communities.