Senior Investment Consultant – Hybrid (Wealth & Retirement)

Internal Revenue Service; Lake Forest (CA); Hybrid; USD 122.000 - 245.000; Vollzeit

Zusammenfassung

Mercer, a Marsh business, seeks an Investment Consultant based in multiple U.S. cities with a hybrid in-office requirement. You will advise institutional clients on investment objectives, policy, asset allocation, and manager selection while presenting updates to executives and expanding client relationships.

The role emphasizes fiduciary responsibilities, data-driven analysis, and collaboration with specialist teams. Strong PowerPoint/Excel skills and CFA/MBA being advantageous are preferred.

Qualifikationen

• Bachelor's degree in a related field.
• Experience advising institutional clients on investment objectives and asset allocation.
• Strong presentation and communication skills.

Aufgaben

• Advise defined benefit and defined contribution client portfolios.
• Present capital market updates to committees and stakeholders.
• Lead business development and expand client relationships.
• Coordinate with third-party managers and due diligence teams.

Kenntnisse

Investment consulting

Client relationships

Presentation skills

PowerPoint

Excel

Communication

Ausbildung

Bachelor's degree

CFA/MBA desirable

Tools

PowerPoint

Excel

CRM tools

Jobbeschreibung

Mercer, a Marsh business, seeks an Investment Consultant based in multiple U.S. cities with a hybrid in-office requirement. You will advise institutional clients on investment objectives, policy, asset allocation, and manager selection while presenting updates to executives and expanding client relationships.

The role emphasizes fiduciary responsibilities, data-driven analysis, and collaboration with specialist teams. Strong PowerPoint/Excel skills and CFA/MBA being advantageous are preferred.