Investment Consultant

Description:

As an investment consultant, you will work closely with consultants and analysts in a team environment to provide ongoing investment advice to institutional clients. Your responsibilities will include:

Assisting senior consultants in delivering day-to-day and strategic investment advice.

Supporting consultants in designing and analyzing investment strategies tailored to clients' circumstances.

Developing and reviewing complex strategic asset allocations.

Conducting asset-liability modeling.

Structuring portfolios across asset classes (public and private).

Conducting manager research and selection across all asset classes.

Developing investment governance documentation, such as investment policy statements.

Monitoring portfolio performance and managers.

Collaborating with Mercer's specialist teams to gain a deep understanding of our full investment solutions.

Analyzing investment markets, managers' investment styles, and portfolio characteristics to evaluate their impact on client portfolios.

Producing accurate and detailed client reports through analysis of client-specific investment data.

Attending and actively participating in regular client meetings.

Managing all aspects of consulting relationships for assigned clients, including leading client meetings, providing guidance to analysts, and overseeing client communications.

Developing new business opportunities, such as responding to RFPs and leveraging leads from colleagues in other lines of business.

What you need to have:

Relevant degree in finance, economics, math, or related field with quantitative and analytical focus.

Actuarial qualification, CFA charter, or MBA in progress.

5+ years of investment-related experience.

Experience in client presentations.

Self-motivated and thrives in collaborative team environments.

Strong multitasking and project management abilities in fast-paced settings.

Detail-oriented with a big-picture perspective.

Keenness to learn and stay updated on investment industry and market trends.

Adaptive and decisive.

Proficient in Microsoft Excel, Word, and PowerPoint.

Strong analytical and modeling skills.

Capable of managing, motivating, and mentoring junior staff.