Wealth Investment Strategy Associate — Hybrid

Marsh; Chicago (IL); Hybrid; USD 67,000 - 134,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings program

Employee assistance programs

Job summary

Mercer, a Marsh business, seeks an Institutional Investment Consulting Associate to support investment advice for institutional clients, build portfolios, monitor managers, and deliver client reports. This hybrid role offers collaboration with experts and exposure to AI-enabled tools, with base salary range and total rewards.

Candidates should have a business/investment background, CFA/CAIA/CIMA/CIPM in progress, and strong analytical and communication skills to thrive in a dynamic,

Qualifications

• Bachelor's degree or equivalent with business/investment coursework.
• 2–5 years of investment experience.
• Pursuit of CFA/CAIA/CIMA/CIPM designation encouraged.
• Knowledge of performance calculations, risk metrics, and portfolio construction.
• Strong analytical, project management, and communication skills.
• Attention to detail and ability to adapt in a dynamic environment.

Responsibilities

• Examine and monitor developments at investment management firms and communicate updates to clients.
• Manage projects by ensuring timely, high-quality client deliverables, delegating work to analysts, guiding peers, and ensuring peer review.
• Leverage AI and technology-enabled tools to enhance analysis and reporting.
• Produce accurate client reports through analysis of investment data, performance, and manager monitoring.
• Liaise with investment managers and custodians to gather client-specific data for reporting.
• Support investment manager searches, structure reviews, mutual fund selection, asset allocation studies, and new business presentations.
• Participate in quarterly or ad-hoc client meetings.
• Analyze and edit investment policy statements and conduct portfolio structure and asset allocation analysis.

Skills

Investment analysis

Project management

Communication

Multitasking

Education

Bachelor's degree in business or investment-related field

CFA/CAIA/CIMA/CIPM designation pursued

Tools

Excel

Word

PowerPoint

Job description

Mercer, a Marsh business, seeks an Institutional Investment Consulting Associate to support investment advice for institutional clients, build portfolios, monitor managers, and deliver client reports. This hybrid role offers collaboration with experts and exposure to AI-enabled tools, with base salary range and total rewards.

Candidates should have a business/investment background, CFA/CAIA/CIMA/CIPM in progress, and strong analytical and communication skills to thrive in a dynamic,