Senior Associate – Institutional Investment Consulting

Marsh McLennan

Institutional Investment Consulting Senior Associate at Mercer handling investment services for institutional clients. Collaborating with experts to build portfolios and analyze performance.

Posted 6/2/2026full-timeChicago • California, Colorado, Illinois, Minnesota, Washington • 🇺🇸 United StatesSenior💰 $88,000 - $176,000 per yearWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

performance calculationsrisk metricsportfolio constructioninvestment structure reviewsasset allocation studiesinvestment manager searches

Soft Skills

analytical skillsproject managementcommunication skillsself-motivatedcollaborativemultitaskingadaptabilitydecisiveness

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

CFACAIACIMACIPM

Industry Keywords

investment experienceclient deliverablescapital marketsasset managementinvestment-related activities

About the role

Key responsibilities & impact

Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints.
Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients
Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.
Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.
Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment-related activities
Participate in, or lead, quarterly or ad-hoc client meetings
Mentor and teach junior analysts looking to develop their skills

Requirements

What you’ll need

A bachelor's degree from an accredited institution with coursework in business or investment-related courses
5-10 years of relevant investment experience
Actively pursuing or already obtained 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
Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments
Commitment to continuous learning and staying current with industry trends and market conditions
Adaptability and decisiveness
Proficient in Microsoft Excel, Word, and PowerPoint

Benefits

Comp & perks

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs