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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Chicago, Illinois

Salary: $162K - $324K

Mercer’s Outsourced Chief Investment Officer (OCIO) and investment solutions help companies focus resources on what matters most — their people and business strategy — and less on managing their retirement plans. Our OCIO and Investment Solutions professionals assist in setting investment strategies that leverage our investment capabilities across our global enterprise — and by fusing economics with empathy.

Sr. Investment Consultant, Not For Profit (NFP)


What can you expect?

  • The candidate will work with both advisory and OCIO clients; Not-for-Profit Endowments & Foundations, Healthcare Systems and Large Retirement Plan Sponsors
  • This person will participate in the development of Mercer’s strategic direction and evolution of Mercer’s investments work with institutional investors
  • This role will leverage your investment expertise to design and develop solutions for clients
  • You will be core to engaging with clients to develop and pitch new investment solutions
  • You will support communication, engagement and portfolio management of all of our investment solutions clients
  • Internal collaboration with sales, marketing, consulting, portfolio management, strategy, and research teams will be key to your success


What is in it for you?

  • This role will provide to opportunity to work directly with all levels of leadership within the Mercer’s Wealth team across the Global Investment Solutions, Global Business Solutions and the US & Canada Wealth Businesses
  • A culture of internal mobility, diversity, inclusion, and collaboration
  • You will help support clients so that they can focus on the things that matter most, providing them confidence in their strategic decisions and with leading investment management services
  • Competitive pay (salary and bonus potential), as well as medical, dental, vision retirement and savings program, disability benefits, insurance coverage and more
  • Generous parental leave, robust vacation and personal days, and paid time off to give back to your community


We will count on you to:

  • Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, customization of investment strategy, selection of investment managers and the investment monitoring
  • Lead efforts to market and expand Mercer’s presence in the institutional investment marketplace
  • Create and evaluate investment strategies and their impact for mid and large market clients
  • Determine clients’ requirements and brief the team as appropriate, providing the direction and guidance required
  • Ensure that specialist teams are involved in the provision of advice
  • Peer review reports, adding client specific information and ensuring client suitability.
  • Mentor, coach and supervise junior team members


What you need to have: 

  •  8 – 10 years of investment experience
  • Bachelor’s Degree
  • Strong presentation and influencing skills
  • Excellent analytical skills with an ability to see and project future impacts based on data

What makes you stand out?

  • Passion for client service
  • Ability to be a good listener
  • Team player
  • Easily cultivate and gain client trust