CFO leading financial operations in a multi - site manufacturing organization with $100M+ revenue. Driving growth, profitability, and strategic initiatives amidst 50% travel requirement.
About the role
- Investment Consultant providing client-facing investment solutions for Healthcare clients at Mercer. Collaborating with internal teams and mentoring junior colleagues in a hybrid work environment.
Responsibilities
- 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.
Requirements
- A bachelor's degree preferably in a field relevant to this position
- CFA charter and/or MBA
- 8+ 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
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
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