Institutional Investment Strategy Associate

Marsh; Phoenix (AZ); Hybrid; USD 67,000 - 134,000; Full time

Job summary

Mercer, a Marsh business, is seeking an Institutional Investment Consulting Associate to support investment advice for a diverse client base, build portfolios, evaluate asset managers, and analyze performance. You will ensure clear communication of updates and help manage consulting relationships through meeting coordination and timely report delivery.

You will collaborate with experts, participate in client meetings, and leverage AI-enabled tools to drive insights and impact across multiple

Qualifications

• Bachelor's degree in business or investment-related coursework.
• 2–5 years of relevant investment experience.
• Pursuing or willing to obtain CFA, CAIA, CIMA, or CIPM.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Strong analytical, project management, and communication skills.
• Proficient in Microsoft Excel, Word, and PowerPoint.

Responsibilities

• Examine and monitor developments at investment management firms and communicate updates to clients.
• Manage projects with timely, high-quality client deliverables, delegating to analysts and ensuring peer review.
• Thrive in an environment embracing AI and technology-enabled tools.
• Produce accurate client reports from investment data, performance, and manager monitoring.
• Liaise with investment managers and custodians to gather client data for reporting.
• Support investment manager searches, structure reviews, and asset allocation studies.
• Participate in quarterly or ad-hoc client meetings and analyze investment policy statements.

Skills

Analytical skills

Project management

Communication skills

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Team collaboration

Adaptability

Education

Bachelors in business or investments

Tools

Investment analysis

Portfolio construction

Job description

Mercer, a Marsh business, is seeking an Institutional Investment Consulting Associate to support investment advice for a diverse client base, build portfolios, evaluate asset managers, and analyze performance. You will ensure clear communication of updates and help manage consulting relationships through meeting coordination and timely report delivery.

You will collaborate with experts, participate in client meetings, and leverage AI-enabled tools to drive insights and impact across multiple