Healthcare Senior Investment Consultant

We are seeking a talented individual to join our Healthcare Investment team at Mercer, a Marsh company. This role can be based in New York, Chicago, Boston, Atlanta, L.A., Seattle, Phoenix, Minneapolis, and St. Louis.  This is a hybrid role that has a requirement of working at least three days a week in the office. 

This is a client-facing, Investment Consulting role that will work primarily with Mercer’s Healthcare clients, a focus growth investment practice. 

We will count on you to:  

• 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. 

• Source and cultivate relationships with prospective clients and engage with existing clients to grow the breadth of services we deliver to help them advance their missions. 

What you need to have:  

• A bachelor's degree preferably in a field relevant to this position 

• CFA charter and/or MBA 

• 10+ years of experience related to this position 

• A proven history of excellent client service 

• Excellent presentation skills 

• Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments 

• Self-motivation and proven ability to work well in a team environment 

• Ability to manage multiple priorities and work in a rapidly changing and dynamic environment 

• Strong analytical, project management, and communication skills 

• Mastery of detail while understanding the bigger picture 

• Eagerness to learn and keep up to date with the investment industry and market conditions 

• Adaptability and decisiveness 

• Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint 

• Ability and desire to manage, motivate, and mentor junior-level colleagues 

• Preferred experience leading relationships with both multi-billion, multi-pool health systems  

What makes you stand out?  

• Significant investment industry and market knowledge 

• Experience leading relationships with complex clients 

• Demonstrable communication of both traditional and alternative investments to clients 

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.