Senior Institutional Investment Consultant

Marsh; Boston (MA); Hybrid; USD 162,000 - 324,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k) and retirement programs

Job summary

Marsh is seeking a Senior Investment Consultant to advise institutional clients on objectives, policy, asset allocation, manager selection, and performance monitoring. You will present updates to executive committees, build recommendations for large clients, and manage projects across teams.

You will lead data gathering, participate in third-party manager due diligence, and produce quarterly client materials.

Qualifications

• Bachelor's degree required.
• 10+ years of institutional/corporate investment industry experience.
• Deep understanding of investments and retirement plans (401k, Defined Contribution, pension).
• Experience with total portfolio management.
• Experience responding to and presenting RFPs.
• Experience creating and delivering presentations.
• Strong client-facing skills and ability to convey complex information succinctly.

Responsibilities

• Determine clients’ requirements and brief the team to meet deadlines and service standards.
• Maintain and expand client relationships.
• Ensure specialist teams are involved as appropriate.
• Lead efforts to market and expand the investment consulting business and Marsh's services.
• Gather data on capital markets, manager research, and performance reporting.
• Interact with third-party managers and custodians as needed.
• Produce written quarterly materials in PowerPoint with content and formatting.

Skills

Client-facing

Presentation

Portfolio management

RFP responses

Data analysis

Education

Bachelor's degree

MBA/CFA/CIMA/CAIA

Tools

PowerPoint

Job description

Marsh is seeking a Senior Investment Consultant to advise institutional clients on objectives, policy, asset allocation, manager selection, and performance monitoring. You will present updates to executive committees, build recommendations for large clients, and manage projects across teams.

You will lead data gathering, participate in third-party manager due diligence, and produce quarterly client materials.