Mercer
We are seeking a talented individual to join our Investment team at Mercer. This role can be based in Chicago, Boston or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office.
As an Investment Principal, and member of our US Fixed Income Portfolio Management team, you will help oversee portfolio performance and exposure for clients who have outsourced their investment management activities to Mercer. You will analyze capital market returns, economic activity and industry trends to help clients obtain their financial objectives and mitigate investment risk. We are looking for a Fixed Income subject matter expert and a senior individual contributor who is comfortable managing large‑scale projects, coaching junior team members, and complex problems. As a team member, you will work on projects involving data‑driven client insights, understanding and communicating the value of our fixed‑income multi‑manager funds, building new multi‑manager portfolios, analyzing portfolio risk, and monitoring manager performance.
What you will do
Be a critical thinker, learn on the job quickly, communicate effectively within the team and also with external teams and clients, and manage time efficiently
Work independently and as a team, meet deadlines, produce client ready with minimal rework
Have a high‑level understanding of financial markets and how the OCIO business model works
Understand and communicate drivers of risk for underlying bond markets/ sectors
Proactively participate in asset manager calls to glean necessary information and synthesize for our team
A holistic understanding of portfolio construction and asset allocation (total portfolio)
Understand and communicate the structure of Mercer’s fixed income solutions and how they are used by different client segments
Build multi‑manager portfolios within the asset class
Produce annual deep dive of fixed income funds, including drivers of performance attribution and risk contributors
Use tools to manage the investment process, including Excel, PowerPoint, Barra, FactSet, Bloomberg, etc.
What you need to have
BA/BS degree in finance, economics, or a related business field with a strong foundation in quantitative and analytical skills
10+ years of investment experience in Fixed Income
Intellectual curiosity, tenacity, and willingness to take on new opportunities
Strong analytical skills and attention to detail, ability to multi‑task, manage multiple priorities and work in a rapidly changing environment
Strong writing and communication skills
Managing Relationships: Demonstrated ability in building strong relationships with colleagues across different divisions
Planning and Organizing: Ability to effectively prioritize workload to support the team
Proficient in Excel and working knowledge of the MS Office suite
What makes you stand out
Strong team collaboration skills with a positive, proactive attitude
Quick learner with the ability to absorb new information and take ownership of tasks
Adaptable and capable of thriving in a dynamic, high‑performing environment while supporting colleagues
Benefits
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 an impact on 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.
The applicable base salary range for this role is $126,000 to $252,000.
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.
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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As an Investment Principal, and member of our US Fixed Income Portfolio Management team, you will help oversee portfolio performance and exposure for clients who have outsourced their investment management activities to Mercer. You will analyze capital market returns, economic activity and industry trends to help clients obtain their financial objectives and mitigate investment risk. We are looking for a Fixed Income subject matter expert and a senior individual contributor who is comfortable managing large‑scale projects, coaching junior team members, and complex problems. As a team member, you will work on projects involving data‑driven client insights, understanding and communicating the value of our fixed‑income multi‑manager funds, building new multi‑manager portfolios, analyzing portfolio risk, and monitoring manager performance.
What you will do
Be a critical thinker, learn on the job quickly, communicate effectively within the team and also with external teams and clients, and manage time efficiently
Work independently and as a team, meet deadlines, produce client ready with minimal rework
Have a high‑level understanding of financial markets and how the OCIO business model works
Understand and communicate drivers of risk for underlying bond markets/ sectors
Proactively participate in asset manager calls to glean necessary information and synthesize for our team
A holistic understanding of portfolio construction and asset allocation (total portfolio)
Understand and communicate the structure of Mercer’s fixed income solutions and how they are used by different client segments
Build multi‑manager portfolios within the asset class
Produce annual deep dive of fixed income funds, including drivers of performance attribution and risk contributors
Use tools to manage the investment process, including Excel, PowerPoint, Barra, FactSet, Bloomberg, etc.
What you need to have
BA/BS degree in finance, economics, or a related business field with a strong foundation in quantitative and analytical skills
10+ years of investment experience in Fixed Income
Intellectual curiosity, tenacity, and willingness to take on new opportunities
Strong analytical skills and attention to detail, ability to multi‑task, manage multiple priorities and work in a rapidly changing environment
Strong writing and communication skills
Managing Relationships: Demonstrated ability in building strong relationships with colleagues across different divisions
Planning and Organizing: Ability to effectively prioritize workload to support the team
Proficient in Excel and working knowledge of the MS Office suite
What makes you stand out
Strong team collaboration skills with a positive, proactive attitude
Quick learner with the ability to absorb new information and take ownership of tasks
Adaptable and capable of thriving in a dynamic, high‑performing environment while supporting colleagues
Benefits
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 an impact on 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.
The applicable base salary range for this role is $126,000 to $252,000.
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.
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.
#J-18808-Ljbffr