We are seeking a talented individual to join our US Investment Solutions team at Mercer. This role will be based in the US in one of our major office locations. This is a hybrid role that has a requirement of working at least three days a week in the office.
Responsibilities
Oversee the US investment team roles, responsibilities, and investment process to manage total client portfolios and minimize risk, ensuring robust investment governance and portfolio oversight
Lead the design and management of Mercer US OCIO funds and client strategies, contributing to performance outcomes across OCIO and Advice clients
Collaborate with Mercer Asset Class leaders and global colleagues to set portfolio construction philosophy and oversee implementation, ensuring consistency of best ideas across the US Investment Platform
Work closely with Alternatives and Private Markets teams to create solutions that meet US client needs and develop compelling “Total Portfolio Solutions”
Drive committees with Segment Leaders and key Mercer consultants to establish asset allocation and implementation for each client segment, supporting growth and client satisfaction
Establish market presence to enhance Mercer Investments’ brand and participate in select client and prospect opportunities
Ensure collaboration and operational support within the US OCIO Investment Team, working with Legal & Compliance to ensure investment solutions are viable
Lead strategic initiatives to transform the operating platform, including automation, AI, and right shoring to enhance client solutions and operational efficiency
Participate in Commercial Governance Committees to improve profitability by removing duplicative work and leveraging global capabilities
Develop team skill sets, foster collaboration across the Investment platform, and invest in career development and promotion opportunities
Promote a culture of diversity of opinion, enabling constructive disagreement and collaboration to achieve the best outcomes
Qualifications
Extensive experience in asset allocation processes with a strong track record in adding value through strategic and dynamic asset allocation across traditional and alternative assets, including private markets
Extensive experience in manager search, selection, and multi-manager portfolio construction with a strong track record of adding value through manager selection, blending, portfolio construction, and risk management in a Fund environment, including regulatory requirements
Good working knowledge of the needs of all institutional asset owners, including pensions (defined benefit and defined contribution), financial institutions, not-for-profits, endowments, foundations, and charities
Experience establishing and overseeing governance and implementation processes for clients at scale
Proven track record advising and influencing large, sophisticated clients and their advisors with extensive interaction with senior client decision-makers
Strong communication and analytical skills with the ability to interact confidently with senior investment professionals, internal stakeholders, clients, and tender managers
Proven ability to build coalitions and partnerships with other stakeholders, demonstrating flexibility, collaboration, and a service mindset without ego
What Makes You Stand Out
Ability to flex and collaborate effectively across teams and stakeholders
A mindset of service to clients and colleagues, enabling disagreement without being disagreeable
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.
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 embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
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.
The applicable base salary range for this role is $272,000 to $408,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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Chief Investment Officer • New York, New York, United States