If you like the idea of helping clients achieve financial security and advising fiduciaries of pension funds, defined contribution plans, endowments and other institutional asset pools on how to make the best possible risk-adjusted return decisions, then an investment consulting career at Mercer might be a great fit for you. We’re an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment, and we’re looking to attract and retain the best people.

Mercer’s Wealth practice is looking for an Investment Consulting analyst to join our team!

What can you expect?

• This position will be responsible for supporting the ongoing provision of investment advice to a wide range of institutional clients (e.g., defined benefit, defined contribution, other qualified and non-qualified investment plans, etc.).

• Analyzing different investment markets, managers' investment styles and portfolio characteristics and evaluating their impacts on investment performance

• Interfacing with clients on a regular basis – notifying them of critical issues in an accurate and timely manner

• Assisting in the management of all aspects of consulting relationships for assigned clients including:

• Proposing and scheduling meetings

• Managing multiple projects and keeping the team informed of the status of any such projects

• Overseeing information that is disseminated to clients

What’s in it for you?

• Be part of a collaborative and collegial team that values diversity of thought and is at the center of Mercer's investment advice.
• Work with a wide range of institutional client types.
• Work for a global company with excellent benefits and a dynamic culture.
• Have competitive vacation/personal days in addition to holidays and volunteer days.
• Flexibility to work in a hybrid model.
• Mercer offers tuition assistance.
• 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.

We will count on you to:

• Examine and monitor developments at investment management firms and communicate to clients as appropriate

• Act as project manager – ensuring that high quality client deliverables are delivered on deadline, delegating work to analysts, providing guidance and ensuring peer review

• Produce accurate and detailed client reports through analysis of client-specific investment data including ongoing investment performance and manager monitoring

• Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting or any other client related matters

• Play a key role in investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations and other investment-related activities

• Attend and participate in quarterly or ad-hoc client meetings

• Analyze and edit investment policy statements

• Conduct strategic portfolio structure and asset allocation analysis

What you need to have:

• A bachelor's degree from an accredited college/institution with demonstrated work in business/investment-related courses

• 2-5 years of investment-related experience

• Self-motivation, with ability to work well in a highly collaborative team environment

• Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment

• Strong analytical, project management and communication skills

• High-level attention to detail and an understanding of its application to the bigger picture

• Eagerness to learn and keep up to date with the investment industry and market conditions

• Adaptability and decisiveness

• Good technical skills; proficiency in Microsoft Excel, Word, and PowerPoint

• Preferred: experience with a variety of institutional clients and plan types

What makes you stand out:

• Pursuit of CFA charter
• Experience with a variety of institutional clients and plan types

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 83,000 colleagues and annual revenue approaching $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $64,800 to $129,600.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.