Marsh McLennan

Senior Institutional Investment Consultant

Marsh McLennan • $100K — $130K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
8 - 10 years of experience
Reposted 2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, economics, or a related field with quantitative coursework.
  • 10+ years of experience with institutional clients as a consultant or relationship manager.
  • Strong knowledge of the institutional investment industry and financial markets.

Responsibilities

  • Act as primary investment consultant for mid- to large-sized clients designing and managing defined benefit plans.
  • Demonstrate expertise in regulatory and governance aspects of investments during client meetings.
  • Discuss and integrate ESG factors into clients' financial policies.
  • Develop relationships to expand Mercer’s service offerings and enhance client satisfaction.
  • Manage and mentor junior staff, ensuring operational excellence in client assignments.

Benefits

  • Professional development opportunities to enhance your skills.
  • A vibrant and inclusive culture with collaborative colleagues.
  • Diverse career opportunities within a large-scale organization that rewards well-being.
Full Job Description
Company:
Mercer

Description:

We are seeking a talented individual to join our Investment Consulting team at Mercer. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Senior Institutional Investment Consultant, you will deliver a full range of services to Endowment/Foundation/Family Office clients. You will be part of a team that accomplishes outstanding and innovative work, enhancing financial security and employment relationships for the global workforce.

We will count on you to:
  • Provide investment advice to Endowment & Foundation and Family Office clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and the monitoring of investments.
  • Create and evaluate investment strategies and their impact for large and jumbo market clients.
  • Lead efforts to aggressively market and expand the Investment Consulting business in the Endowment & Foundation and Family Office segments as well as Mercer's broader services as appropriate
  • Grow a book of retainer and project relationships through new business presentations, RFP responses, and join calls with other colleagues, both within IC and cross-LOB.
  • Maintain marketplace visibility through public speaking engagements, participating in professional societies and publication or articles in appropriate trade journals.
  • Create project work plans and monitor timeline and budgets
  • Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and service standards are met.
  • Peer review reports, adding client specific information and ensuring client suitability.
  • Direct the work of employees in a project team and coach/mentor others.


What you need to have:
  • A bachelor's degree in business, finance, economics, or a related field with strong quantitative and analytical coursework.
  • A minimum of 10 years of experience with Endowment/Foundation/Family Office clients as a consultant or relationship manager.
  • Good knowledge of the institutional investment industry and financial markets.


What makes you stand out:
  • A passion for delivering exceptional client service and engaging in meaningful conversations about financial wellbeing and plan governance.
  • Comfort in a rapidly changing environment, with a desire for a long-term and dynamic career.
  • CFA or FICA certification is considered an asset.


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


This is a Replacement position.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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