Director of Investments – Retirement Services

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🕒 May 27

🏢🏡 Boston – Hybrid

💵 $117.3k - $218.5k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Marsh McLennan

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1871

💸 Finance

Finance • Consulting • Insurance

Marsh McLennan is a leading professional services firm that operates in the areas of risk, strategy, and people. With over 85,000 employees worldwide, the company encompasses four main businesses: Marsh, offering insurance broking and risk management; Guy Carpenter, providing reinsurance and capital strategies; Mercer, specializing in health, wealth, and career consulting; and Oliver Wyman, focusing on strategy, economic, and brand consulting. Marsh McLennan is committed to fostering an inclusive culture, empowering its employees, and delivering innovative solutions to clients globally.

📋 Description

• Collect and analyze investment data, formulate recommendations, generate accurate and timely investment-related materials, and present to internal and external audiences • Participate in client meetings, communicating information about the markets and specific investments within the plan • Critically analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance each quarter and produce accurate and detailed client reports through analysis of client-specific investment data in support of their consulting colleagues • Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner • Play an important role in investment manager searches, mutual fund selection, asset allocation studies and other investment-related activities • Assist the project team in organizing and validating data in Excel and other database software to be used for various projects

🎯 Requirements

• 5-7 years of industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration. • Direct consulting experience is preferred. • Excellent communication skills, including advanced writing and presentation skills • FINRA Series 65 or 66 licensure required within 120 days of being hired. • Certified Financial Analyst or similar designation preferred • Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication • Comfortable presenting in group environment, both in person and virtually • Ability to effectively prioritize tasks and manage projects amidst competing deadlines • Excellent organizational skills with a strong attention to detail • Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

🏖️ Benefits

• Generous time off, including personal and volunteering • Tuition reimbursement and professional development opportunities • Hybrid work • Charitable contribution match programs • Stock purchase opportunities