Hybrid (minimum of three days per week in the office)
Support investment advice
Build portfolios
Evaluate asset managers
Mercer is seeking an Institutional Investment Consulting Associate to join their Wealth team in Atlanta, GA, offering a hybrid work arrangement. The role involves supporting investment advice for institutional clients, analyzing performance, and managing consulting relationships
Job Summary
As an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance.
You’ll ensure clear communication of critical updates and assist in managing consulting relationships through meeting coordination, project management, and timely delivery of reports.
This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!
Matching Summary
Match Score: 85
Mercer is seeking an Institutional Investment Consulting Associate to join their Wealth team in Atlanta, GA, offering a hybrid work arrangement. The role involves supporting investment advice for institutional clients, analyzing performance, and managing consulting relationships.
Skills & Requirements
Must-have
support investment advice
build portfolios
evaluate asset managers
analyze portfolio performance
manage consulting relationships
client-specific investment data analysis
Nice-to-have
deep industry knowledge
impactful client outcomes
dynamic work environment
collaborative team environment
continuous learning
Key Requirements
Bachelor's degree in business or investment-related courses
2-5 years of relevant investment experience
Actively pursuing or willing to obtain CFA, CAIA, CIMA, or CIPM designation
Knowledge of performance calculations, risk metrics, and portfolio construction
Proficient in Microsoft Excel, Word, and PowerPoint