Investment Consultant

The Investment Consultant is responsible for working with other consultants to develop and deliver customized solutions for institutional clients, such as sponsors and trustees of pension funds, endowments and other institutional asset pools by performing analysis, clarifying data and reporting using Mercer's proprietary tools. To fulfill this role, the Consultant will:

  • 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; attend and participate in quarterly client meetings
  • Play an important role in investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations and other investment-related activities


Meet Some of Marsh & McLennan Companies's Employees

Nancy K.

Contract Review Specialist

Nancy reviews the contracts her clients either offer or receive from vendors, taking care to monitor the insurance requirements on the provided services.

James S.

Partnership Certificate Supervisor

As supervisor of the North Central Team, James manages 24 direct reports in an operations environment and encourages high-quality production and professional development.


Back to top