Senior Associate, Institutional Investment Consultant

Marsh McLennan

. Support investment services for a diverse range of institutional clients .

Posted 11/5/2026full-timeUnited StatesSenior💰 $88,000 - $176,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment consulting, including portfolio construction, performance calculations, and risk metrics, while effectively managing client relationships and delivering tailored investment solutions. Proficient in utilizing technology and AI tools to enhance investment strategies and project management.

Highest-signal resume keywords

Investment ExperienceCFA, CAIA, CIMA, Or CIPM DesignationPortfolio ConstructionProject ManagementClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance CalculationsRisk MetricsPortfolio ConstructionInvestment AnalysisProject ManagementData AnalysisInvestment Strategy DevelopmentAsset Allocation StudiesInvestment Manager SearchesFinancial Modeling

Soft Skills

Analytical SkillsDecision-Making SkillsCollaborationAdaptabilityCommunication Skills

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPointAI ToolsTechnology-Enabled Investment Tools

Certifications & Qualifications

CFACAIACIMACIPM

Industry Keywords

Institutional ClientsDefined ContributionDefined BenefitEndowmentFoundationInsuranceWealth ManagementAsset ManagementGlobal Capital MarketsInvestment Constraints

About the role

Key responsibilities & impact

Support investment services for a diverse range of institutional clients
Collaborate with experts to build portfolios, evaluate asset managers, and analyze portfolio performance
Support client leads or serve as a lead based on experience, knowledge, and skillset
Work with client staff, investment committees, and boards to understand needs, objectives, and investment constraints
Monitor developments in the economy, global capital markets, and asset management community and communicate relevant updates to clients
Use AI and technology-enabled tools in investment consulting work
Manage projects by defining objectives, making recommendations, and ensuring timely, best-practice client deliverables
Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data
Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment activities
Participate in or lead quarterly or ad-hoc client meetings
Mentor and teach junior analysts

Requirements

What you’ll need

Bachelor's degree from an accredited institution with coursework in business or investment-related courses
5-10 years of relevant investment experience
CFA, CAIA, CIMA, or CIPM designation obtained or in progress
Knowledge of performance calculations, risk metrics, and portfolio construction
Strong analytical, project management, and communication skills
Experience presenting complex investment concepts to clients across traditional and alternative asset classes
Ability to manage multiple priorities in a fast-paced, evolving environment
Collaborative, self-motivated, and adaptable with strong decision-making skills
Commitment to ongoing professional development and staying current on market trends
Proficiency in Microsoft Excel, Word, and PowerPoint
Experience leading relationships with complex clients
Demonstrable communication of both traditional and alternative investments to clients
Familiarity with institutional clients and plan types, including defined contribution, defined benefit, endowment, foundation, insurance, and wealth management

Benefits

Comp & perks

Hybrid work arrangement with flexibility to work remotely and collaborate in the office
Professional development opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Performance-based incentives may be available
Competitive total rewards package