Senior Institutional Investment Consultant (Hybrid)

Marsh Agency; Philadelphia (Philadelphia County); Ibrido; USD 88.000 - 176.000; Tempo pieno

Descrizione del lavoro

Marsh Wealth, part of our People & Investments group, is seeking an Institutional Investment Consultant, Senior Associate to support a diverse set of institutional clients. You will help build portfolios, evaluate asset managers, and analyze performance to inform client outcomes.

This hybrid role, based in Boston, Norwalk, Philadelphia, or King of Prussia, requires at least three days in the office. You will mentor junior analysts, lead client meetings, and collaborate with Mercer experts to

Competenze

• Bachelor's degree from an accredited institution with coursework in business or investment-related courses.
• 5-10 years of relevant institutional investment experience.
• CFA, CAIA, CIMA, or CIPM designation obtained or in progress.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Strong analytical, project management, and communication skills.
• Experience presenting complex investment concepts to clients across traditional and alternative asset classes.
• Ability to manage multiple priorities in a fast-paced, evolving environment.
• Collaborative, self-motivated, and adaptable with strong decision-making skills.

Mansioni

• Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints.
• Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools
• Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.
• Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.
• Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment-related activities
• Participate in, or lead, quarterly or ad-hoc client meetings
• Mentor and teach junior analysts looking to develop their skills

Conoscenze

Institutional investment

Portfolio construction

Analytical skills

Communication

Project management

Presentation to clients

Excel proficiency

PowerPoint

Formazione

Bachelor's degree in business or investment-related courses

Strumenti

Microsoft Excel

PowerPoint

Word

Descrizione del lavoro

Marsh Wealth, part of our People & Investments group, is seeking an Institutional Investment Consultant, Senior Associate to support a diverse set of institutional clients. You will help build portfolios, evaluate asset managers, and analyze performance to inform client outcomes.

This hybrid role, based in Boston, Norwalk, Philadelphia, or King of Prussia, requires at least three days in the office. You will mentor junior analysts, lead client meetings, and collaborate with Mercer experts to