Institutional Investment Consulting Associate

Marsh McLennan

. Examine and monitor developments at investment management firms and communicate relevant updates to clients .

Posted 10/2/2026full-timeUnited StatesJuniorMid-Level💰 $67,000 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment analysis, project management, and client communication, with a strong focus on portfolio construction and performance metrics. Proficient in managing consulting relationships and delivering high-quality client reports in a dynamic environment.

Highest-signal resume keywords

Investment AnalysisProject ManagementCFA/CAIA/CIMA/CIPM DesignationPerformance CalculationsMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisPortfolio ConstructionPerformance CalculationsRisk MetricsAsset AllocationClient ReportingInvestment Policy StatementsData AnalysisProject ManagementMultitasking

Soft Skills

Self-MotivatedCollaborativeStrong CommunicationAttention to DetailAdaptability

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

CFACAIACIMACIPM

Industry Keywords

Investment ManagementClient DeliverablesAsset ManagersInstitutional ClientsPlan TypesMarket ConditionsInvestment Structure ReviewsMutual Fund SelectionConsulting RelationshipsPortfolio Performance

About the role

Key responsibilities & impact

Examine and monitor developments at investment management firms and communicate relevant updates to clients
Manage projects by ensuring timely, high-quality client deliverables
Delegate work to analysts, provide guidance, and ensure peer review
Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring
Liaise with investment managers and custodians to gather and clarify client-specific data
Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities
Participate in quarterly or ad-hoc client meetings
Analyze and edit investment policy statements
Conduct strategic portfolio structure and asset allocation analysis
Collaborate with experts to build portfolios, evaluate asset managers, and analyze portfolio performance
Assist in managing consulting relationships through meeting coordination, project management, and timely delivery of reports

Requirements

What you’ll need

Bachelor's degree from an accredited institution with coursework in business or investment-related courses
2-5 years of relevant investment experience
Actively pursuing or willing to obtain 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
High-level attention to detail and an understanding of its impact on the bigger picture
Commitment to continuous learning and staying current with industry trends and market conditions
Adaptability and decisiveness
Proficient in Microsoft Excel, Word, and PowerPoint
Familiarity with a variety of institutional clients and plan types

Benefits

Comp & perks

Professional development opportunities
Interesting work and supportive leaders
Vibrant and inclusive culture
Career opportunities
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Flexible work environment
Remote work flexibility
Collaboration, connections and professional development benefits from working in the office