Institutional Investment Consulting Senior Associate

Mercer

Chicago, US
Base: $88,000 to $176,000; bonus/equity: performan...
Hybrid
Client relationship management
Investment manager evaluation
Portfolio performance analysis
You will play a key role in supporting investment services for institutional clients, building portfolios, evaluating asset managers, and analyzing performance

Job Summary

  • You will play a key role in supporting investment services for institutional clients, building portfolios, evaluating asset managers, and analyzing performance.
  • This role offers a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes and potentially leading client relationships.
  • Mercer offers professional development, interesting work, supportive leaders, a career path towards client portfolio management, and a vibrant, inclusive culture.

Matching Summary

You will play a key role in supporting investment services for institutional clients, building portfolios, evaluating asset managers, and analyzing performance.

Salary

Base: $88,000 to $176,000; Bonus/Equity: Performance-based incentives may be eligible; Benefits: Health and welfare benefits, tuition assistance, 401K savings, retirement programs, employee assistance programs

Skills & Requirements

Must-have

  • Client relationship management
  • Investment manager evaluation
  • Portfolio performance analysis
  • Asset allocation studies
  • Economic and market analysis

Nice-to-have

  • Leading complex client relationships
  • Communicating traditional and alternative investments
  • Familiarity with diverse institutional clients
  • Mentoring junior analysts
  • Continuous learning and industry trends

Key Requirements

  • Bachelor's degree in business or investment-related field
  • 5-10 years of relevant investment experience
  • CFA, CAIA, CIMA, or CIPM designation pursuit/completion
  • Proficiency in Microsoft Excel, Word, and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter