Marsh McLennan

Investment Consultant

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Connecticut • Massachusetts • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $88,000 - $176,000 per year

About the role

  • Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
  • Analyze markets, investment managers, portfolios, and investment performance.
  • Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
  • Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
  • Mentor junior colleagues in their career development.
  • Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions.

Requirements

  • A bachelor's degree preferably in a field relevant to this position
  • Pursuit of CFA charter
  • 5-10 years of experience related to this position
  • A proven history of excellent client service
  • Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments
  • Self-motivation and proven ability to work well in a team environment
  • Ability to manage multiple priorities and work in a rapidly changing and dynamic environment
  • Strong analytical, project management, and communication skills
  • Mastery of detail while understanding the bigger picture
  • Eagerness to learn and keep up to date with the investment industry and market conditions
  • Adaptability and decisiveness
  • Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint
Benefits
  • Health and welfare benefits
  • Tuition assistance
  • 401K savings and other retirement programs
  • Employee assistance programs
  • Professional development opportunities
  • Interesting work and supportive leaders

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment analysisportfolio managementmarket analysisinvestment performance evaluationproject managementclient service
Soft skills
communicationanalytical skillsself-motivationteamworkadaptabilitydecisivenessmentoringpresentation skills
Certifications
CFA charter