Senior Investment Consulting Associate

Jobtailor; California (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Mercer is seeking an experienced Investment Consultant to support institutional clients, endowments, and foundations. You will collaborate with experts to build portfolios, evaluate asset managers, and analyze performance, while mentoring junior analysts and leading client meetings.

The role requires 5–10 years of investment experience, strong analytical and communication skills, and active pursuit or possession of CFA/CAIA/CIMA/CIPM designations.

Qualifications

• Bachelor's degree with coursework in business or investment-related subjects.
• 5-10 years of relevant investment experience.
• Pursuing or holding CFA, CAIA, CIMA, or CIPM designation.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Strong collaboration and communication in a team setting.
• Ability to multitask in a dynamic environment.
• Experience presenting complex topics to clients with varying sophistication.

Responsibilities

• Support investment services for institutional, endowment, and foundation clients.
• Collaborate with experts to build portfolios and evaluate asset managers.
• Analyze portfolio performance and risk metrics.
• Lead client meetings and present findings to investment committees.
• Mentor junior analysts and manage multiple client deliverables.
• Engage with investment managers, custodians, and Mercer experts for data gathering.

Skills

Analytical

Project management

Communication

Client relationship management

Multitasking

Team collaboration

Education

Bachelor's degree in business or investment-related field

CFA/CAIA/CIMA/CIPM designation in progress or obtained

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

AI Tools

Job description

• Support investment services for institutional, endowment, and foundation clients
• Collaborate with experts to build portfolios, evaluate asset managers, and analyze portfolio performance
• Support client leads or serve as a client lead based on experience, knowledge, and skillset
• Work with client staff, investment committees, and boards to understand needs, objectives, and investment constraints
• Monitor developments in the economy, global capital markets, and asset management community and communicate relevant updates to clients
• Use AI and technology-enabled tools in investment consulting work
• Manage projects by defining objectives, making recommendations, and ensuring timely, best-practice client deliverables
• Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data
• Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment activities
• Participate in or lead quarterly and ad-hoc client meetings
• Mentor and teach junior analysts

Requirements

• A bachelor's degree from an accredited institution with coursework in business or investment-related courses
• 5-10 years of relevant investment experience
• Actively pursuing or already obtained 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 rapidly changing, dynamic setting
• Strong analytical, project management, and communication skills
• Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments
• Commitment to continuous learning and staying current with industry trends and market conditions
• Adaptability and decisiveness
• Proficient in Microsoft Excel, Word, and PowerPoint
• Experience leading relationships with complex clients
• Demonstrable communication of both traditional and alternative investments to clients
• Familiarity with defined contribution, defined benefit, endowment, foundation, insurance, and wealth management clients and plan types

Core Competencies

Demonstrates expertise in investment consulting, including portfolio construction, performance calculations, and risk metrics, while effectively managing client relationships and delivering tailored investment solutions. Proficient in utilizing technology and AI tools to enhance investment strategies and project management.

Highest-signal resume keywords

• Investment Consulting
• Portfolio Construction
• CFA/CAIA/CIMA/CIPM Designation
• Project Management
• Client Relationship Management

Hard Skills

• Performance Calculations
• Risk Metrics
• Portfolio Analysis
• Investment Structure Reviews
• Asset Allocation Studies
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint

Soft Skills

• Analytical Skills
• Communication Skills
• Self-Motivated
• Adaptability
• Decisiveness

Certifications & Qualifications

• CFA
• CAIA
• CIMA
• CIPM

Industry Keywords

• Institutional Clients
• Endowment
• Foundation
• Defined Contribution
• Defined Benefit
• Wealth Management
• Investment Managers
• Investment Committees

Tools & Technologies

• AI Tools
• Technology-Enabled Tools