Senior Investment Consultant I
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Job Summary
Company:
MercerDescription:
Mercer Wealth Riyadh/Dubai
Mercer Wealth is a leading global investment consulting business dedicated to providing tailored investment advice and solutions to institutional clients. Our multi-disciplinary team combines deep expertise across investment strategy manager research fiduciary management and operational consulting to deliver comprehensive services that meet evolving client needs in one of the worlds fastest-growing markets.
Mercer Wealth is seeking candidates for the following position based in the Riyadh or Dubai office
Senior Investment Consultant I
What can you expect:
Work closely with senior consultants and analysts to deliver ongoing investment advice to a diverse range of institutional clients including pension funds sovereign wealth funds endowments foundations and family offices.
Support the design and analysis of strategic investment solutions tailored to client-specific circumstances.
Develop and review complex strategic asset allocations and perform asset-liability modelling.
Conduct manager research and selection across public and private asset classes.
Collaborate regularly with Mercers specialist teams to provide integrated investment consulting solutions.
Produce detailed client reports and investment governance documentation such as investment policy statements.
Engage in portfolio structuring performance monitoring and manager oversight.
Join a dynamic collaborative team with a strong focus on professional development and continuous learning.
We will rely on you to:
Assist senior consultants in preparing and delivering day-to-day and strategic investment advice.
Support the development of investment strategies and complex asset-liability models.
Conduct manager research and portfolio structuring across multiple asset classes.
Develop and maintain investment governance documentation and client reporting.
Liaise with Mercers specialist teams to ensure comprehensive client solutions.
Analyze investment markets manager styles and portfolio impacts.
Monitor portfolio performance and manager effectiveness.
Mentor and motivate junior team members.
What you need to have:
Bachelors degree in finance economics mathematics or a related business field with strong quantitative and analytical coursework.
5-10 years of investment-related experience.
Experience presenting to clients and working collaboratively in a team environment.
Strong technical skills including proficiency in Microsoft Excel Word and PowerPoint.
Excellent analytical modelling project management and communication skills.
What makes you stand out:
Pursuit of or attainment of professional qualifications such as CFA charter Actuarial qualification or MBA.
Demonstrated ability to manage multiple priorities in a fast-paced dynamic environment.
Proven experience mentoring junior staff and contributing to team development.
Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties nationality parental status personal or social status political affiliation race religion and beliefs sex/gender skin color or any other characteristic protected by applicable law.Marsh McLennan is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.Required Experience:
Senior IC
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
