Hybrid Senior Investment Consultant, Institutions

Marsh; New York (NY); Hybrid; USD 162,000 - 324,000; Full time

Job summary

Marsh is seeking a Senior Investment Consultant to advise institutional clients on investment objectives, policy, asset allocation, and manager selection. The role includes presenting to executive committees, building portfolio recommendations for large clients, and driving business development within Marsh Investments & Retirement.

The position requires a Bachelor's degree and 10+ years of senior investment experience, with strong client-facing skills and a focus on retirement plans.

Qualifications

• Bachelor's degree required.
• At least 10 years of related institutional/corporate investment industry experience.
• Deep understanding of investments and retirement plans (401k, DC, pension).
• Experience with total portfolio management and RFP responses.
• Experience creating and delivering presentations.
• Strong client-facing communication of technical information.

Responsibilities

• Determine clients’ requirements and brief the team to meet deadlines and service standards.
• Maintain and expand client relationships.
• Ensure specialist teams are involved in advice.
• Lead efforts to market and expand the investment consulting business.
• Gather data from Marsh Investments & Retirement teams on markets, manager research and performance reporting.
• Interact with third-party investment managers and custodians as needed.
• Evaluate drivers of client portfolio performance and market context.
• Produce quarterly written materials in PowerPoint with content and formatting.

Skills

Client-facing

Portfolio management

RFP responses

Presentations

Team leadership

Financial analysis

Education

Bachelor's degree

Job description

Marsh is seeking a Senior Investment Consultant to advise institutional clients on investment objectives, policy, asset allocation, and manager selection. The role includes presenting to executive committees, building portfolio recommendations for large clients, and driving business development within Marsh Investments & Retirement.

The position requires a Bachelor's degree and 10+ years of senior investment experience, with strong client-facing skills and a focus on retirement plans.