Senior Investment Consulting Analyst

Description:

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 client's porfolio performance of each of the funds within the client's investment options.

Collect data points including performance, custodial statements, fund fact sheets and fees from Investment Manager or third part record keepers.

Produces ad hoc reports with regard to manager structure analysis, asses mix reviews and manager searches.

Analyses different investment markets, evaluation portfolia characteristics to obtain the information useful to explain the performance difference among the investment strategies.

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 to respond to inquiries from clients.

Communicate to the clients regularly with quarterly updates.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow 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.