Retirement Investment Associate

Company:

Mercer

Description:

We are seeking a talented individual to join our Wealth Investments team at Mercer. This role can be based in Pittsburgh, Chicago, Houston, or St. Louis, and it is a hybrid role with a requirement of working at least three days a week in the office.

As an Retirement Investment Associate, you will be responsible for supporting the ongoing provision of investment advice to a wide range of institutional clients (e.g., defined benefit, defined contribution, other qualified and non-qualified investment plans, etc.). You will have the opportunity to analyzing different investment markets, managers' investment styles, and portfolio characteristics and evaluating their impacts on investment performance.

Mercer’s Investments business is a leading global provider of investment services.  We offer customized guidance at every stage of the investment decision.  For more than 40 years, Mercer’s Investments business has provided investment advice and solutions to corporate pension funds and 401(k) plans, foundations, endowments, wealth managers, and other institutional investors.

We will count on you to:

• Examine and monitor developments at investment management firms and communicate to clients as appropriate
• Act as project manager – ensuring that high quality client deliverables are delivered on deadline, delegating work to analysts, providing guidance and ensuring peer review
• Produce accurate and detailed client reports through analysis of client-specific investment data including ongoing investment performance and manager monitoring
• Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting or any other client related matters
• Play a key role in investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations and other investment-related activities
• Attend and participate in quarterly or ad-hoc client meetings
• Analyze and edit investment policy statements
• Conduct strategic portfolio structure and asset allocation analysis

What you need to have: 

• A bachelor's degree from an accredited college/institution with demonstrated work in business/investment-related courses
• 2-5 years of investment-related experience or work with a recordkeeper
• Self-motivation, with ability to work well in a highly collaborative team environment
• Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment 
• Strong analytical, project management, and communication skills
• Adaptability, sound judgement, and high-level attention to detail
• Eagerness to learn and keep up to date with the investment industry and market conditions
• Good technical skills; proficiency in Microsoft Excel, Word, and PowerPoint
• Willing to travel for client meetings (5-10%)

What makes you stand out?

• Pursuit of CFA charter, CIPM or other investment credentials
• Experience with a variety of institutional clients and plan types

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $65,000 to $129,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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