Senior Investment Consultant delivering a spectrum of investment advice for institutional clients at Mercer. Collaborating across teams and mentoring junior colleagues in a hybrid role based in Calgary or Vancouver.
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.
Engage with clients and prospective clients to grow the breadth of services we deliver to help them to advance their missions.
Requirements
A bachelor's degree preferably in a field relevant to this position
5-10 years of experience related to this position
A proven history of excellent client service
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
Preferred experience leading relationships with both large and small asset owners
Risk Analyst focusing on investment risk analytics and data integration. Collaborating with technology teams and ensuring accuracy in Key Risk Indicators and reporting.
Support role at Sicredi facilitating exchange and foreign trade operations with cooperatives and members. Focus on problem resolution, multitasking, and strong communication.
Senior Financial Analyst providing pricing and analytical support at Latham & Watkins. Leading pricing strategy and financial analysis to meet firm objectives.
Senior Financial Analyst at PagBank managing financial reconciliations for loan products. Ensuring data integrity and maintaining financial controls for operational excellence.
Senior EVM Cost Analyst ensuring cost, schedule, and performance integrity on aerospace projects. Lead reviews and manage metrics in a hybrid role based in Richardson, Texas.
Intern supporting financial and administrative tasks in energy management company located in Brazil. Responsibilities include assisting with reports, managing accounts, and organizational support.
Financial Relationship Analyst at Localiza&Co supporting operational and financial indicator maintenance and payment systems analysis. Engaging with technology and operations departments to optimize payment processes and organizational efficiency.
Finance Coordinator overseeing financial operations including budgeting and team leadership at Minha Biblioteca. Focus on compliance and strategic financial support in São Paulo.
Aspiring Financial Adviser at Old Mutual guiding customers to meet financial needs. Engaging in sound financial planning and providing tailored financial solutions.