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 the following position in the Norwalk or New York office(preferred), and Boston as an alternative location.

Investment Consultant

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.) via in-person meetings and in writing. Job responsibilities include:

• Analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance
• Interface with clients on a regular basis – notifying them of critical issues in an accurate and timely manner
• Management of all aspects of consulting relationships for assigned clients including:
  • Proposing and scheduling meetings
  • Overseeing information that is disseminated to clients

What’s in it for you?

• We are the global leader in the Health, Wealth and Career business. We deliver innovative solutions that address the needs of our clients, their leaders and their employees.
• As part of Mercer, you will have access to the strongest industry leaders in topical HR issues, work with a team that is best in class, and you will have the MMC brand behind you
• You will work with local, national and global teams to meet your client’s needs. Coordinating the best resources for your clients to help solve their needs.
• Using the Mercer brand, you will tell the Mercer story to other organizations around the geography that could benefit from Mercer’s services. Introducing the best thought leaders from Health, Wealth and Career.
• Through regular engagement with clients and other colleagues you will have the opportunity to learn, grow and enhance skills that will allow you to develop your career proactively

We will count on you to:

• Examine and monitor developments at investment management firms and communicate to clients as appropriate
• 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
• Investment policy analysis and editing
• Strategic portfolio structuring and asset allocation

What you need to have:

• A bachelor's degree in finance, economics, math or other business-related area with strong quantitative and analytical course content
• 3-4 years of investment-related experience
• A proven history of excellent client service
• Experience presenting complex topics to clients with varying levels of sophistication
• 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, with strong analytical, project management, sales 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
• Ability to manage, motivate, and mentor junior-level staff

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.