Healthcare Investment Consultant

Marsh McLennan•Boston, MA

1d•$88,000 - $176,000•Hybrid

About The Position

We are seeking a talented individual to join our Wealth Investment team at Mercer, a Marsh business. This role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. This is expected to be a client-facing Investment Consulting role that will work primarily with Mercer’s Healthcare clients. As a Healthcare Investment Consultant, you will work closely with internal teams to support a book of non-profit healthcare clients and touch a variety of different portfolio types, including operating pools, foundations, insurance reserves, defined benefit plans, and defined contribution plans. You will be responsible for helping clients create sound investment strategies aimed at meeting their operational, growth, and asset goals, while ensuring adequate liquidity is maintained.

Requirements

Bachelor's degree preferably in a field relevant
5-7 years of relevant experience with a proven track record of excellent client service
Self-motivation with the ability to collaborate effectively in a team
Skilled at managing multiple priorities in a fast-paced, dynamic environment
Strong analytical, project management, and communication skills
Detail-oriented with the ability to maintain the big-picture perspective
Proficiency in Microsoft Office (Excel, Word, PowerPoint)

Nice To Haves

Pursuit of the CFA charter
Experience with institutional quality performance reporting platforms (e.g., Investment Metrics)
Demonstrated ability to present complex investment topics, across traditional and alternative assets, to clients at varying levels of sophistication

Responsibilities

Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions
Analyze markets, investment managers, portfolios, and investment performance
Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients
Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice
Mentor junior colleagues in their career development
Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions