Marsh McLennan

Institutional Investment Consulting Associate

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • California • Colorado • United States

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Salary

💰 $67,000 - $134,000 per year

About the role

  • Examine and monitor developments at investment management firms and communicate relevant updates to clients
  • Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review
  • Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring
  • Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters
  • Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities
  • Participate in quarterly or ad-hoc client meetings
  • Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis

Requirements

  • A bachelor's degree from an accredited institution with coursework in business or investment-related courses
  • 2-5 years of relevant investment experience
  • Actively pursuing or willing to obtain the CFA, CAIA, CIMA, or CIPM designation
  • Knowledge of performance calculations, risk metrics, and portfolio construction
  • Self-motivated and effective in a highly collaborative team environment
  • Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting
  • Strong analytical, project management, and communication skills
  • High-level attention to detail and an understanding of its impact on the bigger picture
  • Commitment to continuous learning and staying current with industry trends and market conditions
  • Adaptability and decisiveness
  • Proficient in Microsoft Excel, Word, and PowerPoint
Benefits
  • health and welfare benefits
  • tuition assistance
  • 401K savings and other retirement programs
  • employee assistance programs
Applicant Tracking System Keywords

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

Hard Skills & Tools
performance calculationsrisk metricsportfolio constructioninvestment analysisasset allocationinvestment policy statementsproject management
Soft Skills
analytical skillscommunication skillsattention to detailself-motivatedcollaborativemultitaskingadaptabilitydecisiveness
Certifications
CFACAIACIMACIPM