Institutional Investment Consultant, Senior Associate

Institutional Investment Consultant, Senior Associate

We are seeking a talented individual to join our Wealth team, part of our People & Investments business at Marsh. This role can be based in Boston, Norwalk, Philadelphia, or King of Prussia and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As an Institutional Investment Consultant, Senior Associate, you will play a key role in supporting the range of investment services provided to a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You will support client leads or serve as a lead of your own based on your experience, knowledge, and skillset. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!

We will count on you to:

• 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

What you need to have:

• Bachelor's degree from an accredited institution with coursework in business or investment-related courses
• 5-10 years of relevant 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
• Commitment to ongoing professional development and staying current on market trends
• Proficiency in Microsoft Excel, Word, and PowerPoint

What makes you stand out?

• Experience leading relationships with complex clients
• Demonstrable communication of both traditional and alternative investments to clients
• Familiarity with a variety of institutional clients and plan types, such as defined contribution, defined benefit, endowment, foundation, insurance, and the wealth management community

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.