Senior Manager - Investment Consulting

At Mercer, we’re creating a culture where you can bring your authentic self to work.

When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome here!

Mercer is seeking an Investment Consulting Principal to join their growing consulting practice based in Mexico City or Monterrey:  

What can you expect?

The Investment Consulting Principal leads and inspires an extraordinary a team of investment consultants to execute their strategy and achieve their operational goals on a range of complex projects; sells, develops and deliver customized investment 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

What is in it for you?

• We’re an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment.
• Be part of a multinational organization where you'll be able to learn, grow and develop your career.
• Flexible work environment and hybrid work from home policy.
• Generous benefits package.
• Opportunity to engage with other areas of Marsh McLennan business to understand the full scope of client relationship and service.
• Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organization

We will count on you to:

• Lead complex client engagements, with accountability for revenue and profitability of client accounts and projects.
• Determine the full scope of services provided to the client and sets roles and responsibilities within the client team. Oversee multiple project managers, ensuring the team is within budget, on time and producing work consistent with client expectations. Clarifies and resolves unique and difficult issues related to client deliverables.
• Lead the development of sophisticated solution design for clients.
• Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers, consistently monitoring investment markets and client portfolios managing and preparing for risk, and making adjustments to investment strategies.
• Create and evaluate investment strategies and their impact for large and jumbo market clients.
• Bring leadership and expertise to Mexico team
• Implementing efforts to expand the Investment Consulting business as well as Mercer’s broader services as appropriate.
• Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calling 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.

What you need to have:

• A Bachelor’s degree in finance, economics, mathematics or other business-related area, with strong quantitative and analytical course content.
• 10+ years of experience in Investment consulting with proven ability to sell and deliver investments consulting services to senior business leaders.
• CIPM/CFA and AMIB Figura 3 certification.
• Strong mathematical and financial skills and knowledge.
• Identifying suitable investment strategies with clients.
• In-depth knowledge of pensions industry, endowments, markets, investment managers and relevant legislation.
• Good understanding of specialist tools/packages used within the practice.
• Specialized knowledge of all investment products and services.
• Ability to consult on all products within the investment market and advise clients of appropriate choices for their situation.
• Proven experience in successful managing multiple projects and producing quality deliverables on time and within budget.
• Highly analytical and have a mind for strategy while possessing good client-facing skills as well as good written and verbal communication.
• Experience in leading projects and managing client expectations.
• Advanced skills of MS Office - Office, Word, Power Point and Excel.
• Thrives in a fast-paced and sometimes unpredictable, working environment.
• Advanced level of spoken and written English is a must.

What makes you stand out?

• Master in Business, Risk or finance.
• Strategic and creative.
• Energetic team player.
• Highly driven, confident, resilient, positive and motivated individual.
• Growth mindset. 

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 81,000 colleagues and annual revenue of $19 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity 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.

Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.