Institutional Investment Manager

Marsh McLennan

. Serve as primary investment consultant on medium and large clients and/or second on jumbo clients .

Posted 9/28/2026full-timeMexico City • MexicoSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment consulting, including the ability to develop and implement investment strategies, manage client relationships, and deliver customized solutions. Strong analytical and financial skills are essential for advising clients and maximizing investment outcomes.

Highest-signal resume keywords

Investment Consulting ExperienceClient Relationship ManagementSales and Business DevelopmentAdvanced Analytical SkillsProject Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Investment Strategy DevelopmentQuantitative AnalysisFinancial AnalysisRisk ManagementALM Model Design

Soft Skills

Client-Facing SkillsWritten CommunicationVerbal CommunicationStrategic MindsetTeam Collaboration

Tools & Technologies

MS OfficeExcelPowerPointWord

Certifications & Qualifications

AMIB Figura 3MBACFACIPM

Industry Keywords

Pensions IndustryInvestment ProductsMarket MonitoringInvestment PolicyInvestment Managers

About the role

Key responsibilities & impact

Serve as primary investment consultant on medium and large clients and/or second on jumbo clients
Manage overall service delivery and solution design
Act as day-to-day client lead and ensure project requirements, solutions, and deliverables meet expectations
Work as part of a team on complex projects
Generate sales by expanding existing-client revenues and bringing in new clients
Sell and manage customized investment consulting services
Develop or contribute to intellectual capital
Lead or support consultants on client assignments
Enhance clients’ investment mission, implementation strategy, and execution strategy
Maximize intellectual capital in client portfolios and align scope and fees
Coordinate with Sales and Client Management teams to identify, develop, and close strategic sales opportunities
Provide investment advice on objectives, investment policy, manager selection, market and portfolio monitoring, risk management, and strategy adjustments
Create and evaluate investment strategies for large and jumbo market clients
Create project work plans and monitor timelines and budgets
Market and expand the Investment Consulting business and broader Mercer services
Grow retainer and project relationships through presentations, RFP responses, joint calling, and new-client acquisition
Maintain marketplace visibility through public speaking, professional societies, and trade-journal articles

Requirements

What you’ll need

Bachelor’s degree in finance, economics, mathematics, or another business-related area, with strong quantitative and analytical course content
AMIB Figura 3 certification
8+ years’ experience in investment consulting with proven ability to sell and deliver investment consulting services to senior business leaders
Strong mathematical and financial skills and knowledge
Good knowledge of pensions industry, markets, investment managers, and relevant legislation
Specialized knowledge of investment products and services
Ability to consult on all products within the investment market and advise clients on appropriate choices
Highly analytical with a strategic mindset, excellent client-facing skills, and strong written and verbal communication
Experience leading projects and managing client expectations
Advanced skills in MS Office—Word, PowerPoint, and Excel
Strong command of spoken and written English
Experience designing and developing ALM Models preferred
MBA, CFA, or CIPM preferred

Benefits

Comp & perks

Hybrid work with flexibility to work remotely
Collaboration, connections, and professional development benefits from working together in the office
Diverse, inclusive, and flexible work environment