Institutional Investment Consulting Associate

Mercer; Atlanta (GA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Professional development opportunities

Inclusive culture

Career opportunities and benefits

Job summary

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.

Responsibilities

• 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.

Skills

Investment analysis

Project management

Communication skills

Analytical skills

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Education

Bachelor's degree in business or investment-related courses

Job description

We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business. This role will be based in Atlanta, GA and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You’ll ensure clear communication of critical updates and assist in managing consulting relationships through meeting coordination, project management, and timely delivery of reports. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!

We will count on you to:

• 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
• 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
• Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis
• Participate in quarterly or ad-hoc client meetings

What you need to have:

• A bachelor's degree from an accredited institution with coursework in business or investment-related courses
• 2-5 years of relevant 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

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.