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Mercer · 19 hours ago

Investment Consultant

Norwalk, CT

Full-time

Hybrid

Mid, Senior Level

$88K/yr - $176K/yr

5+ years exp

Mercer is a global leader in helping clients realize their investment objectives and enhance health and retirement outcomes. The Investment Consultant role involves providing investment advice and solutions to clients, primarily focusing on Mercer’s Endowment and Foundation clients.

BankingConsultingEmployee BenefitsFinancial ServicesHuman ResourcesWealth Management

H1B Sponsor Likely

Responsibilities

Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions

Analyze markets, investment managers, portfolios, and investment performance

Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients

Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice

Mentor junior colleagues in their career development

Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions

Qualification

CFA charter pursuitInvestment analysisClient relationship managementMicrosoft Excel proficiencyProject managementAnalytical skillsCommunication skillsTeam collaborationAdaptabilityMentoring

Required

A bachelor's degree preferably in a field relevant to this position

Pursuit of CFA charter

5-10 years of experience related to this position

A proven history of excellent client service

Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments

Self-motivation and proven ability to work well in a team environment

Ability to manage multiple priorities and work in a rapidly changing and dynamic environment

Strong analytical, project management, and communication skills

Mastery of detail while understanding the bigger picture

Eagerness to learn and keep up to date with the investment industry and market conditions

Adaptability and decisiveness

Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint

Ability and desire to manage, motivate, and mentor junior-level colleagues

Preferred

Preferred experience leading relationships with both large and small endowment and foundation clients

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Mercer

Glassdoor3.9

Mercer is a human resource consulting service that includes compensation, employee benefits, communications, and investment consulting. It is a sub-organization of Marsh & McLennan.

Founded in 1945

New York, New York, USA

10001+ employees

http://www.mercer.com

H1B Sponsorship

Mercer has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (16)

2024 (22)

2023 (19)

2022 (33)

2021 (29)

2020 (20)