Marsh McLennan
Marsh McLennan
Marsh McLennan is a global professional services firm working across risk, strategy, and people-related advisory services. Its businesses include Marsh, which provides insurance brokerage and risk management; Guy Carpenter, focused on reinsurance and capital strategies; Mercer, serving clients in health, wealth, and career consulting; and Oliver Wyman, specializing in strategy, economics, and brand consulting. With a workforce of more than 85,000 employees worldwide, Marsh McLennan brings together expertise across finance, consulting, marketing, and related professional services. The company’s hiring landscape spans roles supporting client advisory, risk analysis, business strategy, consulting, and operational teams across its four businesses.

Institutional Investment Manager - Mexico City (Hybrid)

Lead institutional investment consulting engagements in Mexico City, advising clients on investment strategy, portfolio oversight, and implementation. Support client delivery, business development, sales, and growth of Mercer’s investment consulting practice.

Description

  • Serve as the primary investment consultant for medium and large clients and support senior coverage of jumbo accounts
  • Oversee end-to-end service delivery and design tailored client solutions
  • Lead daily client relationships and ensure requirements, recommendations, and deliverables meet expectations
  • Collaborate with colleagues on complex investment consulting engagements
  • Expand revenue from existing clients and win new business
  • Sell and oversee customized investment consulting solutions
  • Create and contribute to the firm’s investment intellectual capital
  • Lead or support consulting teams on client assignments
  • Strengthen clients’ investment objectives, implementation plans, and execution approaches
  • Optimize the use of intellectual capital in client portfolios while aligning scope and fees
  • Partner with Sales and Client Management to identify, develop, and close strategic opportunities
  • Advise clients on objectives, investment policy, manager selection, market and portfolio monitoring, risk, and strategy changes
  • Develop and assess investment strategies for large and jumbo-market clients
  • Build project plans and track delivery timelines and budgets
  • Promote and expand Investment Consulting and broader Mercer services
  • Develop retainer and project relationships through presentations, RFPs, joint calls, and new-client acquisition
  • Build market visibility through speaking engagements, professional associations, and trade-publication contributions

Requirements

  • Bachelor’s degree in finance, economics, mathematics, or a related business field, including substantial quantitative and analytical coursework
  • AMIB Figura 3 certification
  • At least 8 years of investment consulting experience, including a track record of selling and delivering consulting services to senior business leaders
  • Strong mathematical and financial capabilities
  • Working knowledge of the pensions industry, financial markets, investment managers, and applicable legislation
  • Specialized understanding of investment products and services
  • Ability to advise on investment-market products and recommend suitable client options
  • Highly analytical and strategic, with strong client-facing, written, and verbal communication skills
  • Experience leading projects and managing client expectations
  • Advanced proficiency in Microsoft Word, PowerPoint, and Excel
  • Advanced spoken and written English
  • Experience designing and developing ALM models preferred
  • MBA, CFA, or CIPM preferred

Benefits

  • Hybrid work arrangement with the flexibility to work remotely
  • Opportunities for collaboration, professional connection, and development through office-based work
  • Diverse, inclusive, and flexible workplace

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