Mercer
We are seeking a talented individual to join our Investment Consulting team at Mercer. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Institutional Investment Consultant, you will deliver a full range of services to Endowment/Foundation/Family Office clients. You will be part of a team that accomplishes outstanding and innovative work, enhancing financial security and employment relationships for the global workforce.
We will count on you to:
- Provide investment advice to Endowment & Foundation and Family Office clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and the monitoring of investments.
- Create and evaluate investment strategies and their impact for large and jumbo market clients.
- Lead efforts to aggressively market and expand the Investment Consulting business in the Endowment & Foundation and Family Office segments as well as Mercer's broader services as appropriate
- Grow a book of retainer and project relationships through new business presentations, RFP responses, and join calls with other colleagues, both within IC and cross-LOB.
- Maintain marketplace visibility through public speaking engagements, participating in professional societies and publication or articles in appropriate trade journals.
- Create project work plans and monitor timeline and budgets
- Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and service standards are met.
- Peer review reports, adding client specific information and ensuring client suitability.
- Direct the work of employees in a project team and coach/mentor others.
What you need to have:
- A bachelor’s degree in business, finance, economics, or a related field with strong quantitative and analytical coursework.
- A minimum of 10 years of experience with Endowment/Foundation/Family Office clients as a consultant or relationship manager.
- Good knowledge of the institutional investment industry and financial markets.
What makes you stand out:
- A passion for delivering exceptional client service and engaging in meaningful conversations about financial wellbeing and plan governance.
- Comfort in a rapidly changing environment, with a desire for a long-term and dynamic career.
- CFA or FICA certification is considered an asset.
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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
