VA/SI Investment Associate — Client Strategy & Analytics

Mercer; Phoenix (AZ); Hybrid; USD 88,000 - 176,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings plan

Employee assistance programs

Job summary

VC Stack is seeking a talented associate investment professional to join their CIO team. This hybrid role requires collaboration with various teams and focuses on supporting VA/SI services for Mercer’s large institutional clients.

Candidates should have at least 3 years in institutional investing, a BA/BS in finance or related fields, and strong analytical and presentation skills. The role offers a salary ranging from $88,000 to $176,000 based on experience and skills.

Qualifications

• 3+ years of experience within institutional investing.
• Ability to work independently and produce client-ready materials.
• Strong detail-oriented mindset and commitment to delivering high quality outcomes.

Responsibilities

• Support VA/SI team in designing model portfolios aligned with client objectives.
• Help synthesize complex data analytics into concise narratives.
• Develop autonomy to manage client projects and foster strong connections.

Skills

Quantitative skills

Presentation design

Client engagement

Analytical thinking

Risk/return dynamics understanding

Education

BA/BS degree in finance, economics, or business

Job description

VC Stack is seeking a talented associate investment professional to join their CIO team. This hybrid role requires collaboration with various teams and focuses on supporting VA/SI services for Mercer’s large institutional clients.

Candidates should have at least 3 years in institutional investing, a BA/BS in finance or related fields, and strong analytical and presentation skills. The role offers a salary ranging from $88,000 to $176,000 based on experience and skills.