Hybrid Institutional Investment Strategy Associate

Marsh; Minneapolis (MN); Hybrid; USD 67,000 - 134,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401(k) retirement plan

Job summary

Marsh, a Mercer business, is seeking an Institutional Investment Consulting Associate to join our Wealth team. The role supports investment advice for institutional clients, builds portfolios, evaluates managers, and analyzes performance, with a hybrid schedule requiring three days in the office in several U.S.

locations. You will coordinate projects, prepare client reports, and help manage consulting relationships while collaborating with experts to deliver timely, accurate insights and

Qualifications

• Bachelor's degree in business or investment-related courses.
• 2-5 years of investment experience.
• Pursuing or willing to obtain CFA/CAIA/CIMA/CIPM.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Ability to multitask in a dynamic setting.
• Strong analytical, project management, and communication skills.
• Attention to detail and understanding of its impact on the bigger picture.
• Commitment to continuous learning and staying current with industry trends.
• Adaptability and decisiveness.
• Proficiency in Excel, Word, and PowerPoint.

Responsibilities

• Examine and monitor developments at investment management firms and communicate 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 thinking

Project management

Communication skills

Multitasking

Self-motivated

Team collaboration

Adaptability

Decisiveness

Attention to detail

Education

Bachelor's degree in business or related

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Marsh, a Mercer business, is seeking an Institutional Investment Consulting Associate to join our Wealth team. The role supports investment advice for institutional clients, builds portfolios, evaluates managers, and analyzes performance, with a hybrid schedule requiring three days in the office in several U.S.

locations. You will coordinate projects, prepare client reports, and help manage consulting relationships while collaborating with experts to deliver timely, accurate insights and