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For your reference, we have included the original job posting below.
Senior Investment Consultant
Job Number:
44162463
Company Name:
Confidential Company
Job Location:
Dallas, TX Us
Job Category:
Accounting & Finance
Salary:
$100K+
Senior Investment Consultant
The Senior Investment Consultant is responsible for selling and managing customized investment consulting services to both new and existing clients, and developing or contributing to intellectual capital. To fulfill this role, the Senior Investment Consultant will:
Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and the monitoring of investments
Create and evaluate investment strategies and their impact for large and jumbo market clients
Create project work plans and monitor timelines and budgets
Determine clients requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and service standards are met. Ensure that specialist teams, e.g. FSG and Sentinel are involved in the provision of advice as and when appropriate
Peer review reports, adding client specific information and ensuring client suitability
Direct the work of employees in a project team and coach/mentor others
Lead efforts to aggressively market and expand the Investment Consulting business as well as Mercers broader services as appropriate
Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calling with other colleagues, both within IC and cross-LOB
Maintain marketplace visibility through public speaking engagements, participating in professional societies and publication or articles in appropriate trade journals
A bachelors degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content. MBA preferred
Minimum of ten years job-related experience
CFA charter holder preferred
Good knowledge of pensions industry, markets, investment managers and relevant legislation
Good understanding of specialist tools/packages used within the practice
Specialized knowledge of all investment products and services
Ability to consult on all products within the investment market and advise clients of appropriate choices for their situation
