Senior Pension Strategy Consultant

2 weeks ago

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

About the Role:

US051 Mercer Investments LLC is seeking a highly skilled Pension Investment Strategist to join our team. As a key member of our investment consulting team, you will be responsible for providing expert advice to clients on strategic asset allocation and dynamic glide path design for pension plans.

Key Responsibilities:

  • Advise clients on strategic asset allocation and dynamic glide path design for pension plans, taking into account asset classes, risk and return tradeoffs, plan design, liability features, and plan sponsor constraints.
  • 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, including plan-specific liability duration profile and credit spread risk.
  • 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 / reduction in relation to pension plans, ensuring clients receive high quality advice while incorporating Mercer's intellectual capital.
  • Be a subject matter expert in pension risk management and journey planning, including liability-driven investments and pension risk transfer.
  • Define and implement long-term business strategy, direction and focus, engaging staff to deliver business results.
  • Identify the need for change within the business and decisively bring essential, ambitious and accelerated change into existence and then sustain its benefits despite being confronted with resistance, barriers and blockages.
  • Attract, engage and advance only the best talent and champion a culture that people want to join and commit to.
  • Contribute strongly to meeting aggressive revenue growth targets.
  • Responsible for developing business with new and existing clients across all business lines and geographies, collaborating to leverage resources and expertise.
  • Ensure all professionalism/compliance processes are understood and followed.

About You:

We are looking for a highly skilled and experienced professional with a strong background in pension and/or investment strategy. You will have:

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 We Offer:

As a Pension Investment Strategist at US051 Mercer Investments LLC, you will have the opportunity to work with a talented team of professionals and contribute to the success of our clients. We offer a competitive compensation package, including a base salary, bonus, and benefits, as well as opportunities for professional growth and development.

Language: English (en-US)

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