Senior Investment Consultant I

Company:

Mercer

Description:

What can you expect?

This role’s primary focus is to bring new clients and significantly grow Mercer’s investment consulting business in Mexico and beyond.

• Serve as the primary investment consultant on medium and large clients and/or second on jumbo clients, including managing overall service delivery and solution design. Act as the day-to-day lead for the client, ensuring project requirements, solutions, and deliverables meet client expectations to provide the best tailored financial advice.
• Work as part of a team on a range of complex projects.
• Generate sales by expanding revenues from existing clients and, importantly, by proactively bringing in new clients to grow Mercer’s investment business.
• Sell and manage customized investment consulting services to both new and existing clients, and develop or contribute to intellectual capital.
• Depending on the size and complexity of a client assignment, take a leading role or support others Consultants. In all circumstances, be exposed to innovative and market-leading ideas while contributing to interesting work.
• Enhance the client’s stated investment mission, planned implementation strategy, and execution strategy.
• Maximize the intellectual capital that gets into clients’ portfolios and ensure scope and fees are aligned.
• Coordinate with existing sales and Client Management teams to identify, develop, and close strategic sales opportunities, with a strong focus on business development to expand Mercer’s investment consulting footprint.

We will count on you to:

• Provide investment advice to a wide range of institutional clients on determining investment objectives, establishing investment policy, selecting investment managers, consistently monitoring investment markets and client portfolios, managing and preparing for risk, and making adjustments to investment strategies.
• Create and evaluate investment strategies and their impact for large and jumbo market clients.
• Create project work plans and monitor timelines and budgets.
• Implement efforts to aggressively market and expand the Investment Consulting business as well as Mercer’s broader services as appropriate.
• Grow a book of retainer and project relationships through new business presentations, RFP responses, joint calling with colleagues both within Investment Consulting and cross-LOB, and by actively bringing in new clients to drive business growth.
• Maintain marketplace visibility through public speaking engagements, participation in professional societies, and publication of articles in appropriate trade journals.

What you need to have:

• A Bachelor’s degree in finance, economics, mathematics, or other business-related area, with strong quantitative and analytical course content.
• AMIB Figura 3 certification.
• 8+ years’ experience in investment consulting with proven ability to sell and deliver investment consulting services to senior business leaders.
• Strong mathematical and financial skills and knowledge.
• Good knowledge of pensions industry, markets, investment managers, and relevant legislation.
• Specialized knowledge of investment products and services.
• Ability to consult on all products within the investment market and advise clients on appropriate choices for their situation.
• Highly analytical with a strategic mindset, excellent client-facing skills, and strong written and verbal communication.
• Experience in leading projects and managing client expectations.
• Advanced skills in MS Office – Word, PowerPoint, and Excel.
• Strong command of spoken and written English is a must.
• Experience in designing and developing ALM Models (preferably).

What makes you stand out?

• MBA, CFA, or CIPM preferred.
• Strategic and creative thinker.
• Energetic team player.
• Highly driven, confident, resilient, positive, and motivated individual.
• Growth mindset with a strong focus on business development and client acquisition.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.