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Senior Investment Consultant
Marsh McLennanSenior Investment Consultant at Mercer Wealth delivering tailored investment consulting solutions to institutional clients in Riyadh or Dubai. Collaborating with experts to develop strategic asset allocations and investment policies.
About the role
Key responsibilities & impact- Collaborate closely with senior consultants and analysts to provide ongoing, high-impact investment advice to a diverse portfolio of institutional clients.
- Play a key role in designing and analyzing strategic investment solutions customized to each client’s unique circumstances.
- Develop and critically review complex strategic asset allocations and conduct sophisticated asset-liability modeling.
- Lead manager research and selection processes across a broad spectrum of public and private asset classes.
- Prepare detailed client reports and essential investment governance documentation, including investment policy statements.
- Engage actively in portfolio structuring, performance monitoring, and manager oversight to ensure optimal client outcomes.
Requirements
What you’ll need- Bachelor’s degree in finance, economics, mathematics, or a related business discipline
- 5 to 10 years of relevant investment experience, ideally within institutional consulting or asset management
- Proven ability to present confidently to clients and collaborate effectively within a team environment
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint
- Exceptional analytical, modeling, project management, and communication skills.
- Progress toward or attainment of professional qualifications such as CFA charter, actuarial certification, or MBA.
Benefits
Comp & perks- Exciting Career Opportunity
- Health insurance
- Professional development opportunities
- Flexible work arrangements
- Supportive environment for career growth
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment advicestrategic investment solutionsasset allocationasset-liability modelingmanager researchperformance monitoringportfolio structuringanalytical skillsmodeling skillsproject management
Soft Skills
collaborationcommunication skillspresentation skillsteamworkcritical reviewengagementclient outcomes
Certifications
CFA charteractuarial certificationMBA