Portfolio Manager

4 days ago


Rolling Meadows, Illinois, United States Marsh & McLennan Companies Full time
About the Role

We are seeking a highly skilled Portfolio Manager to join our team in New York, Chicago, Atlanta, or Minnesota office. As a Portfolio Manager, you will be responsible for working with the Client Portfolio Office to deliver custom portfolios to large and complex clients.

Key Responsibilities
  • Support the Client Portfolio Office in portfolio management and restructuring
  • Assist with new client pitches and ensure the Client Portfolio Office has correct information and analysis prior to consultant and/or client meetings
  • Present market commentary, manager information, tactical views, and strategic asset allocation rationales to internal and external stakeholders
Requirements
  • 8+ years of experience in related investment consulting and/or investment management focused on the institutional investment landscape
  • Experience in multiple asset classes, providing investment advice and/or solutions to clients
  • Clear communication and presentation skills
About Us

Mercer is a leading investment advisor and manager for clients across the defined contribution, defined benefit, endowment & foundation, healthcare, insurance, and financial intermediaries segments. We deliver innovative solutions that address the unique needs of our clients. As a global leader in health and benefits, Mercer brings its best thinking of employees offering leading management practices and benefits.

We are part of Marsh McLennan, a Fortune 500 corporation recognized for consistent growth. Our company-wide emphasis on Corporate Social Responsibility includes 8 hours of paid time off for volunteering, with the option to join organized group activities. We offer a competitive total rewards package, including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs, as well as employee assistance programs.



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