Pension Strategy Consultant

1 day ago


Charlotte, North Carolina, United States US051 Mercer Investments LLC Full time

About the Role:

As a Senior Pension Strategy Consultant at Mercer Investments LLC, you will play a key role in helping companies navigate their pension and investment strategies. With a strong background in pension and investment strategy, you will advise clients on strategic asset allocation and dynamic glide path design for pension plans.

Key Responsibilities:

  • Advise clients on pension and investment strategy issues, including asset-liability risk management and business concepts.
  • Develop and implement long-term business strategy, direction, and focus, engaging staff to deliver business results.
  • Partner with Client Portfolio Directors to present results of asset-liability studies, glide path reviews, and portfolio structure reviews.
  • Model pension liabilities and fixed income portfolios utilizing internal and external risk models to assess risk exposures.
  • Understand pension plan liabilities, design features, and risk drivers that influence hedge portfolio development.
  • Lead clients and deliver advice on investment strategy issues, risk management, and reduction in relation to pension plans.
  • Be a subject matter expert in pension risk management and journey planning, including liability-driven investments and pension risk transfer.
  • Contribute strongly to meeting aggressive revenue growth targets.
  • Responsible for developing business with new and existing clients across all business lines and geographies.

What You'll Need:

  • 10 years' experience in pension and/or investment strategy, with significant expertise in each.
  • Strong presentation, project management, and communication skills.
  • High proficiency in Microsoft Excel and PowerPoint.
  • Knowledge of data analysis, project management, and presentation design.
  • High-level attention to detail and an understanding of its application to the bigger picture.
  • Ability to acclimate quickly to understand asset-liability risk management and business concepts and apply critical thinking to the issues which will arise during projects.

What Makes You Stand Out:

  • CFA designation and/or actuarial credentials are a strong positive.

About Mercer:

Mercer is a global consulting leader in helping organizations navigate their most complex, high-stakes issues. Our 25,000 colleagues are dedicated to making a real impact for people and organizations. We are a trusted advisor and an industry thought leader, and we have been a pioneer in pioneering innovative solutions, including our expertise in pension and investment strategy.



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