Hybrid Institutional Investment Portfolio Associate

CFA Institute; Seattle (WA); Hybrid; USD 67,000 - 134,000; Full time

Job summary

Mercer is seeking an Institutional Investment Consulting Associate to support investment advice for institutional clients and help build portfolios, evaluate managers, and analyze performance. You will coordinate projects, deliver reports, and manage client relationships with a collaborative team.

This role emphasizes producing precise client reports, leveraging AI-driven tools, and contributing to strategic portfolio structure and asset allocation studies in a hybrid work environment.

Qualifications

• Bachelor's degree in business or investment-related field.
• 2-5 years of investment experience.
• Actively pursuing or willing to obtain the CFA, CAIA, CIMA, or CIPM designation.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Self-motivated and effective in a highly collaborative team environment.
• Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting.
• Strong analytical, project management, and communication skills.
• High-level attention to detail and an understanding of its impact on the bigger picture.
• Commitment to continuous learning and staying current with industry trends and market conditions.
• Adaptability and decisiveness.
• Proficient in Microsoft Excel, Word, and PowerPoint

Responsibilities

• Examine and monitor developments at investment management firms and communicate relevant updates to clients.
• Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
• Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring.
• Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters.
• Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities.
• Participate in quarterly or ad-hoc client meetings.
• Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis.

Skills

Analytical skills

Project management

Communication skills

Team collaboration

Multitasking

Attention to detail

Adaptability

Continuous learning

Education

Bachelor's degree in business or investments

Pursuing CFA/CAIA/CIMA/CIPM

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Mercer is seeking an Institutional Investment Consulting Associate to support investment advice for institutional clients and help build portfolios, evaluate managers, and analyze performance. You will coordinate projects, deliver reports, and manage client relationships with a collaborative team.

This role emphasizes producing precise client reports, leveraging AI-driven tools, and contributing to strategic portfolio structure and asset allocation studies in a hybrid work environment.