Investment Consultant
Marsh McLennan | Mexico | www.jobvertise.com |
At
Mercer
, were creating a culture where you can bring your authentic self to work.
When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are.You are welcome here!
Mercer
is seeking an
Investment Consultant
with
ALM
experience to join their growing consulting practice based in
Mexico City, Monterrey or Guadalajara:
What can you expect?
Depending on the size and complexity of a client assignment, you may take a leading role or a role supporting a
Senior Investment Consultant
(link removed)>As a primary investment consultant you would manage medium and large clients and/or second on jumbo clients, including managing overall service delivery and solution design. Acting as the day-to-day lead for the client, ensuring project requirements, solutions and deliverables meet client expectations in order to provide them with the best tailored financial advice
You will work as part of a team on a range of complex projects.
Generates sales by expanding revenues from existing clients and by leading prospecting efforts with new clients.
To fulfill this role, the Investment Consultant will sell and manage customized investment consulting services to both new and existing clients, and develop or contribute to intellectual capital.
In all circumstances, you'll have the opportunity to be exposed to some innovative and market leading ideas while contributing to interesting work.
What is in it for you?
Were an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment.
Be part of a multinational organization where you'll be able to learn, grow and develop your career.
Flexible work environment and hybrid work from home policy.
Generous benefits package.
Opportunity to engage with other areas of Mercer business to understand the full scope of client relationship and service.
Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organization
We will count on you to:
Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers, consistently monitoring investment markets and client portfolios managing and preparing for risk, and making adjustments to investment strategies..
Create and evaluate investment strategies and their impact for large and jumbo market clients.
Create project work plans and monitor timelines and budgets.
Implementing efforts to aggressively market and expand the Investment Consulting business as well as Mercers broader services as appropriate.
Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calling 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.
What you need to have:
A Bachelors degree in finance, economics, mathematics or other business-related area, with strong quantitative and analytical course content.
5+ years experience in Investment consulting with proven ability to sell and deliver investments consulting services to senior business leaders.
Experience in designing and developing ALM Models.
Strong mathematical and financial skills and knowledge.
Identifying suitable investment strategies with clients.
In-depth market knowledge.
Good knowledge of pensions industry, markets, investment managers and relevant legislation.
Good understanding of specialist tools/packages used within the practice.
Specialized knowledge of all investment products and services.
Ability to consult on all products within the investment market and advise clients of appropriate choices for their situation.
Proven experience in successful managing multiple projects and producing quality deliverables on time and within budget.
Highly analytical and have a mind for strategy while possessing good client-facing skills as well as good written and verbal communication.
Experience in leading projects and managing client expectations.
Advanced skills of Ms Office - Office, Word, Power Point andExcel.
Thrives in a fast-paced and sometimes unpredictable, working environment.
A strong command of spoken and written English is a must.
What makes you stand out?
MBA
CFA Certification (Level I) or Figura 3 AMIB certification
Strategic and creative.
Energetic team player.
Highly driven, confident, resilient, positive and motivated individual.
Growth mindset.
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries.
Mercer is a business of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment.
For more information, visit (link removed). Follow Mercer on LinkedIn and X.
Marsh McLennan is committed to creating 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.
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
Mercer
, were creating a culture where you can bring your authentic self to work.
When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are.You are welcome here!
Mercer
is seeking an
Investment Consultant
with
ALM
experience to join their growing consulting practice based in
Mexico City, Monterrey or Guadalajara:
What can you expect?
Depending on the size and complexity of a client assignment, you may take a leading role or a role supporting a
Senior Investment Consultant
(link removed)>As a primary investment consultant you would manage medium and large clients and/or second on jumbo clients, including managing overall service delivery and solution design. Acting as the day-to-day lead for the client, ensuring project requirements, solutions and deliverables meet client expectations in order to provide them with the best tailored financial advice
You will work as part of a team on a range of complex projects.
Generates sales by expanding revenues from existing clients and by leading prospecting efforts with new clients.
To fulfill this role, the Investment Consultant will sell and manage customized investment consulting services to both new and existing clients, and develop or contribute to intellectual capital.
In all circumstances, you'll have the opportunity to be exposed to some innovative and market leading ideas while contributing to interesting work.
What is in it for you?
Were an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment.
Be part of a multinational organization where you'll be able to learn, grow and develop your career.
Flexible work environment and hybrid work from home policy.
Generous benefits package.
Opportunity to engage with other areas of Mercer business to understand the full scope of client relationship and service.
Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organization
We will count on you to:
Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers, consistently monitoring investment markets and client portfolios managing and preparing for risk, and making adjustments to investment strategies..
Create and evaluate investment strategies and their impact for large and jumbo market clients.
Create project work plans and monitor timelines and budgets.
Implementing efforts to aggressively market and expand the Investment Consulting business as well as Mercers broader services as appropriate.
Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calling 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.
What you need to have:
A Bachelors degree in finance, economics, mathematics or other business-related area, with strong quantitative and analytical course content.
5+ years experience in Investment consulting with proven ability to sell and deliver investments consulting services to senior business leaders.
Experience in designing and developing ALM Models.
Strong mathematical and financial skills and knowledge.
Identifying suitable investment strategies with clients.
In-depth market knowledge.
Good knowledge of pensions industry, markets, investment managers and relevant legislation.
Good understanding of specialist tools/packages used within the practice.
Specialized knowledge of all investment products and services.
Ability to consult on all products within the investment market and advise clients of appropriate choices for their situation.
Proven experience in successful managing multiple projects and producing quality deliverables on time and within budget.
Highly analytical and have a mind for strategy while possessing good client-facing skills as well as good written and verbal communication.
Experience in leading projects and managing client expectations.
Advanced skills of Ms Office - Office, Word, Power Point andExcel.
Thrives in a fast-paced and sometimes unpredictable, working environment.
A strong command of spoken and written English is a must.
What makes you stand out?
MBA
CFA Certification (Level I) or Figura 3 AMIB certification
Strategic and creative.
Energetic team player.
Highly driven, confident, resilient, positive and motivated individual.
Growth mindset.
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries.
Mercer is a business of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment.
For more information, visit (link removed). Follow Mercer on LinkedIn and X.
Marsh McLennan is committed to creating 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.
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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