Senior Associate – Institutional Investment Consulting

🕒 2 days ago

🏢🏡 Chicago – Hybrid

💵 $88k - $176k / year

⏰ Full Time

🟠 Senior

💸 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

• Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints. • Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients • Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices. • Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery. • Support investment manager searches, investment structure reviews, asset allocation studies, new business presentations, and other investment-related activities • Participate in, or lead, quarterly or ad-hoc client meetings • Mentor and teach junior analysts looking to develop their skills

🎯 Requirements

• A bachelor's degree from an accredited institution with coursework in business or investment-related courses • 5-10 years of relevant investment experience • Actively pursuing or already obtained the CFA, CAIA, CIMA, or CIPM designation • Knowledge of performance calculations, risk metrics, and portfolio construction • Self-motivated and effective in a highly collaborative team environment • Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting • Strong analytical, project management, and communication skills • Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments • Commitment to continuous learning and staying current with industry trends and market conditions • Adaptability and decisiveness • Proficient in Microsoft Excel, Word, and PowerPoint

🏖️ Benefits

• Health and welfare benefits • Tuition assistance • 401K savings and other retirement programs • Employee assistance programs