Institutional Investment Strategy Associate (Hybrid)

Marsh; Irvine (CA); Hybrid; USD 67,000 - 134,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Job summary

Mercer, a Marsh business, is seeking an Institutional Investment Consulting Associate to support investment advice for institutional clients and to collaborate with experts in building portfolios, evaluating managers, and analyzing performance. The role requires a bachelor’s degree, 2–5 years of investment experience, and pursuit of CFA/CAIA/CIMA/CIPM designations.

Hybrid work with three days in the office at multiple U.S. locations including Irvine.

Qualifications

• Bachelor's degree from an accredited institution with coursework in business or investment-related subjects
• 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 dynamic setting
• Strong analytical, project management, and communication skills

Responsibilities

• 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
• Thrive in 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

Project management

Communication

Collaboration

Education

Bachelor's degree in business or investment-related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Mercer, a Marsh business, is seeking an Institutional Investment Consulting Associate to support investment advice for institutional clients and to collaborate with experts in building portfolios, evaluating managers, and analyzing performance. The role requires a bachelor’s degree, 2–5 years of investment experience, and pursuit of CFA/CAIA/CIMA/CIPM designations.

Hybrid work with three days in the office at multiple U.S. locations including Irvine.