Institutional Investment Manager

Marsh McLennan

Institutional Investment Manager responsible for providing investment consulting to institutional clients in Mexico. Focus on client acquisition and delivering tailored financial advice in a hybrid role.

Posted 6/26/2026full-timeMexico City • 🇲🇽 MexicoSeniorLeadWebsite

About the role

Key responsibilities & impact

Serve as the primary investment consultant on medium and large clients.
Generate sales by expanding revenues from existing clients.
Provide investment advice to a wide range of institutional clients.
Create and evaluate investment strategies and their impact for large and jumbo market clients.
Implement efforts to aggressively market and expand the Investment Consulting business.

Requirements

What you’ll need

A Bachelor’s degree in finance, economics, mathematics, or other business-related area.
AMIB Figura 3 certification.
8+ years’ experience in investment consulting.
Strong mathematical and financial skills.
Good knowledge of pensions industry, markets, investment managers, and relevant legislation.
Specialized knowledge of investment products and services.
Advanced skills in MS Office – Word, PowerPoint, and Excel.
Strong command of spoken and written English is a must.

Benefits

Comp & perks

Health insurance
Retirement Plans
Professional Development

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

investment consultingfinancial analysismathematical skillsinvestment strategiesinvestment productsinvestment servicespensions knowledgemarket analysislegislation knowledgesales generation

Soft Skills

communication skillsclient relationship managementstrategic thinkingproblem-solvingnegotiation skillsteam collaborationorganizational skillspresentation skillsadvisory skillsleadership

Certifications

AMIB Figura 3