Values-Aligned & Sustainable Investments Sr. Associate

Company:

Description:

We are seeking a talented individual to join the CIO team at Mercer. This role will be based in Boston, Scottsdale, Los Angeles, Denver, Atlanta or Washington D.C. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this position you will have the opportunity to work as part of our Values-Aligned & Sustainable Investments (VA/SI) team within the Office of the CIO, serving Mercer’s large discretionary and advisory institutional client base. The senior associate investment professional will support best in class VA/SA services to clients. The role supports the VA/SI leadership across client strategy, asset allocation, portfolio construction and implementation for advisory or outsourced fiduciary implementation.

We will count on you to:

• Work in partnership with our VA/SI team, asset class and segment portfolio management teams to support the design for model and custom VA/SI portfolios aligned with client objectives
• Work on VA/SI client engagement and solutions delivery across our continuum from governance framework to baseline analytics to portfolio design/implementation.
• Help to synthesize complex data analytics into a client-ready, accurate, and concise narrative with key takeaways and actionable next steps
• Quickly develop expertise in our data analytics platform and practices, while applying critical thinking to the findings and deliverables for clients
• Work with our senior leadership team to support collaboration across various client profiles to provide the latest market developments/services to clients.
• Develop credibility as a subject matter expert for VA/SI solutions (from data analytics to investments to reporting) and, over time, present our capabilities and expertise both internally and externally
• Be viewed as a trusted resource across broader platform with the ability to actively participate in client meetings and manage client deliverables with minimal assistance and oversight
• Apply your skills with the autonomy to manage a client project and the ability to contribute to decision-making governance
• Intentionally foster strong connections within the broader investment ecosystem
• Engage with colleagues and executives in ways that demonstrate a high degree of professional maturity, etiquette and emotional intelligence

What you need to have:

• BA/BS degree in finance, economics, or other business-related areas
• 4+ years of experience within institutional investing
• Experience designing and delivering client presentations and proposals in ways that are visually engaging yet polished and concise
• Demonstrated ability to work independently, meet deadlines, and produce client ready materials with minimal rework
• Demonstrated ability to influence decision makers …