Senior Institutional Investment Consultant — Hybrid

Marsh; Norwalk (CT); Hybrid; USD 88,000 - 176,000; Full time

Benefits offered by this job

Hybrid work arrangement

Tuition assistance

401K savings and other retirement

Job summary

Marsh, a global leader in risk, reinsurance and capital, people and investments, seeks an Institutional Investment Consultant, Senior Associate. This role supports institutional clients, builds portfolios, and evaluates asset managers, collaborating with experts to deliver client outcomes.

Based in Boston, Norwalk, Philadelphia, or King of Prussia, the position offers a hybrid work arrangement with a minimum in-office presence and opportunities to lead client meetings and mentor junior analysts.

Qualifications

• Bachelor's degree with coursework in business or investment-related courses.
• 5-10 years of institutional investment experience.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Proficiency in Microsoft Excel, Word, and PowerPoint.

Responsibilities

• Understand client needs, objectives and constraints with client staff and investment committees.
• Monitor economic developments, capital markets, and asset management to inform clients.
• Collaborate with client team members to manage projects and deliver timely, best-practice results.
• Coordinate with investment managers, custodians, and Mercer experts to gather data for service delivery.
• Support investment manager searches, asset allocation studies, and client presentations.
• Lead or participate in quarterly or ad-hoc client meetings.
• Mentor and develop junior analysts.

Skills

Analytical skills

Project management

Communication skills

Education

CFA/CAIA/CIMA/CIPM designation (in progress)

Tools

Excel

Word

PowerPoint

Job description

Marsh, a global leader in risk, reinsurance and capital, people and investments, seeks an Institutional Investment Consultant, Senior Associate. This role supports institutional clients, builds portfolios, and evaluates asset managers, collaborating with experts to deliver client outcomes.

Based in Boston, Norwalk, Philadelphia, or King of Prussia, the position offers a hybrid work arrangement with a minimum in-office presence and opportunities to lead client meetings and mentor junior analysts.