Healthcare Investment Consultant

Healthcare Investment Consultant

We are seeking a talented individual to join our Wealth Investment team at Mercer, a Marsh business. This role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

This is expected to be a client-facing Investment Consulting role that will work primarily with Mercer's Healthcare clients.

As a Healthcare Investment Consultant, you will work closely with internal teams to support a book of non-profit healthcare clients and touch a variety of different portfolio types, including operating pools, foundations, insurance reserves, defined benefit plans, and defined contribution plans. You will be responsible for helping clients create sound investment strategies aimed at meeting their operational, growth, and asset goals, while ensuring adequate liquidity is maintained.

We will count on you to:

• Work with clients' staff, investment committees, and boards to deliver a spectrum of investment advice and solutions
• Analyze markets, investment managers, portfolios, and investment performance
• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice
• Mentor junior colleagues in their career development
• Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions

What you need to have:

• Bachelor's degree preferably in a field relevant
• 5-7 years of relevant experience with a proven track record of excellent client service
• Self-motivation with the ability to collaborate effectively in a team
• Skilled at managing multiple priorities in a fast-paced, dynamic environment
• Strong analytical, project management, and communication skills
• Detail-oriented with the ability to maintain the big-picture perspective
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)

What makes you stand out?

• Pursuit of the CFA charter
• Experience with institutional quality performance reporting platforms (e.g., Investment Metrics)
• Demonstrated ability to present complex investment topics, across traditional and alternative assets, to clients at varying levels of sophistication

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.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.