Institutional Investment Strategy Associate

Marsh McLennan Agency; Seattle (WA); Hybrid; USD 67,000 - 134,000; Full time

Job summary

Mercer, a Marsh business, seeks an Institutional Investment Consulting Associate to support investment advice for institutional clients. You will build portfolios, evaluate managers, analyze performance, and coordinate reporting with analysts in a hybrid setting.

You will contribute to client meetings, manage projects, and assist in investment manager searches, with a focus on accuracy and clear communication of updates.

Qualifications

• Bachelor's degree in business or investment-related courses.
• 2–5 years of relevant investment experience.
• Actively pursuing or willing to obtain CFA, CAIA, CIMA, or CIPM designation.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Strong analytical, project management, and communication skills.
• Proactive, collaborative, and able to multitask in a dynamic environment.
• Proficient in Microsoft 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 and peer review.
• Thrive in an environment embracing AI and technology-enabled tools.
• Produce accurate client reports from investment data and performance analysis.
• Liaise with investment managers and custodians for client data.
• Support investment manager searches, portfolio studies, and client presentations.
• Participate in quarterly or ad-hoc client meetings.
• Analyze and edit investment policy statements and conduct asset allocation analysis.

Skills

Investment analysis

Client communication

Project management

Analytical skills

Team collaboration

Attention to detail

Education

Bachelor's degree in business/investments

CFA/CAIA/CIMA/CIPM candidate

Tools

Excel

Word

PowerPoint

Job description

Mercer, a Marsh business, seeks an Institutional Investment Consulting Associate to support investment advice for institutional clients. You will build portfolios, evaluate managers, analyze performance, and coordinate reporting with analysts in a hybrid setting.

You will contribute to client meetings, manage projects, and assist in investment manager searches, with a focus on accuracy and clear communication of updates.