Investment Consultant
1 month ago
Description:
We are seeking a talented individual to join our Investment Consulting team at Mercer as an Investment Consultant . This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Consultant in our Investment team, you will deliver customized investment consulting services to both new and existing clients. Additionally, the Consultant will help support our Montreal team on advising institutional fiduciaries such as defined benefit plans, endowments and other institutional asset pools to make the best risk adjusted return decisions in light of the liabilities and spending commitments that these assets underpin. This role requires collaboration with colleagues across Canada.
We will count on you to:
As a Consultant in Mercer’s Wealth practice, you will work with a broad range of clients in a variety of industries in a stimulating environment, participating as an integral member of project teams that design and monitor investment programs that support clients’ success.
You can expect to:
Demonstrate knowledge of defined benefits plans and their way of functioning, including regulatory and governance aspects
Actively participate to pension committee meetings and other client meetings (e.g. investment committee, board, etc.) from the preparation to the presentation of our reports, findings and recommendations
Review and present strategic asset allocation (including asset-liability modeling studies) and structure portfolio recommendations
Demonstrate knowledge in core investment strategies and support plan sponsors in selecting the appropriate investment structure and investment strategies
Manage existing relationships and develop relationships to continue supporting the commercial success and expansion of Mercer’s services
Review reports, personalize with client specific information and ensuring client suitability
Manage client related assignments and ensure on time delivery
Manage a variety of projects independently
Plan, supervise and review investment-related projects
Play a management and mentoring role with more junior analysts to support them in their progress
Support senior consultants in advising existing clients and prospects
Develop the knowledge and skills required to allow progression to a senior consultant role
Demonstrate ease and effectiveness when dealing with clients and colleagues at all levels
Contribute to Mercer’s development of intellectual capital for the Canadian market
Represent and promote the image of Mercer, both internally and externally
What you need to have:
A bachelor's degree in business, finance, economics, or other business-related areas with strong quantitative and analytical course content
The ideal candidate should possess strong interpersonal and communication skills to successfully interact with clients and prospects
Experience in client relationship management
A minimum of 5+ years of work experience with Defined Benefits plans
Superior communication (English and French) and project management skills
Good knowledge of the institutional investment industry, understanding of investment concepts and the financial markets
Excellent analytical skills and attention to details
The ability to work on multiple tasks at once and to deliver on tight deadlines
Great ability to manage time and organize well
Motivation and willingness to learn
Strong general computer skills, including mastering Microsoft Office software and using Excel expertly
What makes you stand out:
Passion for delivering the best service to clients
CFA and/or FCIA certification is considered an asset
Familiarity with the institutional investment industry, investment concepts and financial markets
Knowledge of institutional investment managers and their strategies
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, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.-
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