Associate Investment Consultant

Company:

Mercer

Description:

We are seeking a motivated Associate Investment Consultant to join our team in our Toronto office.

As an Associate Investment Consultant in the investment consulting department you will collaborate with diverse clients and industries in a dynamic environment contributing as a key member of project teams to design programs that drive client success. This role offers exposure to a broad range of investment-related projects and the opportunity to develop skills for career progression.

This is a hybrid role that requires being in the office 3 days a week.

An Associate Investment Consultant manages and produces performance evaluation reports for their assigned clients by using Mercer proprietary tools (GIMD MPA DC Report Writer) as well as Microsoft tools which cover the clients portfolio performance of each of the funds within the clients investment options. Prepare and manage the development of the quarterly market environment presentation which includes the general state of the economy how the stock/bond markets did both domestically and internationally and economic trends and changes in regulations in the investment world.

Filters through research notes in Mercer investment manager database GIMD; to look for issues that may affect clients portfolios. Communicates 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. Supports periodic inquires from clients on quarterly performance or ad hoc requests via the client or filtered through the senior consultant.

Attend and participate in quarterly client meetings. Over time meeting responsibilities will increase and Associate will be expected to present specific areas of review. (i.e. manager updates participant trends and/or manager performance).

The applicable base salary range for this role is $72200.00 to $108400.00

The base pay offered will be determined on factors such as experience skills training location certifications and education. Decisions will be determined on a case-by-case addition to the base salary this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits tuition assistance retirement programs as well as employee assistance programs.

We will count on you to:

• Conduct quantitative and qualitative analysis using Mercer proprietary tools.
• Produce quarterly performance reports for clients.
• Critically analyze investment markets managers investment styles and portfolio characteristics evaluating their impact on quarterly investment performance.
• Communicate with investment managers record keepers and custodians to gather or clarify client-specific data for reporting.
• Play an important role in investment manager searches asset allocation studies and ad-hoc projects such as plan design benchmarking retirement preparedness studies and financial wellness assessments.
• Support consultants in servicing existing clients and prospects.
• Develop the knowledge and skills necessary to progress to a consultant role.
• Demonstrate ease and effectiveness in interactions with clients and colleagues at all levels.
• Represent and promote Mercers brand both internally and externally.

What you need to have:

• Bachelors degree in business finance economics or related fields with strong quantitative and analytical coursework.
• Minimum of 2-3 years of work experience in a consulting analyst role.
• Strong analytical skills both quantitative and qualitative and working knowledge of Excel.
• Strong interpersonal and communication skills.
• Superior organizational skills and strong attention to detail

What makes you stand out:

• Proven ability to analyze complex investment data and communicate insights clearly.
• Actively working towards or have obtained the CFA designation
• Ability to communicate in French
• Demonstrated teamwork and collaboration skills.

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 is a business of Marsh (NYSE: MRSH) a global leader in risk reinsurance and capital people and investments and management consulting advising clients in 130 countries. With annual revenue of over $27 billion and more than 95000 colleagues Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer visit or follow us on LinkedIn and X.

Marsh 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 accordance with the Accessibility for Ontarians with Disabilities Act 2005 Marsh 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 individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

Marsh 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 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.

The applicable base salary range for this role is $72200 to $108400.

The base pay offered will be determined on factors such as experience skills training location certifications education and any applicable minimum wage requirements. Decisions will be determined on a case-by-case addition to the base salary this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits tuition assistance retirement programs as well as employee assistance programs.

This is a Replacement position.