Principal, Values Aligned & Sustainable Investments

About Mercer

Mercer is a global consulting leader in advancing health, wealth, and career strategies. As a business of Marsh McLennan, Mercer offers clients worldwide a powerful perspective, a broad range of strategic advice, and practical solutions designed to meet their most complex challenges. Marsh McLennan operates in over 130 countries through four businesses : Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With its expertise in risk, strategy, and people, Mercer helps organizations achieve their investment objectives and navigate the evolving world of work. Committed to diversity and inclusion, Mercer fosters a flexible work environment, striving to attract and retain top talent across various disciplines and backgrounds. For more detailed insights into their innovative solutions, visit mercer.com.

About this Role

We are seeking a talented individual to join the CIO team at Mercer in the role of Principal, Values Aligned & Sustainable Investments. This individual will become part of our Values-Aligned & Sustainable Investments (VA / SI) team within the Office of the CIO. This hybrid role requires working at least three days a week from one of our offices located in Boston, Scottsdale, Los Angeles, Denver, Atlanta, or Washington D.C. In your new role, you will serve Mercer’s expansive institutional client base, providing them with best-in-class VA / SI services. Your focus will revolve around advising clients on strategy, asset allocation, and portfolio construction, with a particular emphasis on the private markets. Your responsibilities will involve synthesizing complex data analytics and refining them into concise, actionable narratives that can drive client engagement and solutions delivery. In addition to bringing innovative perspectives to Mercer’s operational efficiency and scale, you will collaborate with various business leaders to synchronize client profiles with the latest market developments. You will leverage your credibility as a subject matter expert, establishing yourself as a trusted resource, handling client meetings, and managing deliverables effectively.

Responsibilities

• Work in partnership with our VA / SI team to develop model and custom VA / SI portfolios aligned with client objectives.
• Perform VA / SI client engagement and solutions delivery across a continuum from governance framework to baseline analytics to portfolio design / implementation.
• Synthesize complex data analytics into client-ready, accurate, and concise narratives with actionable next steps.
• Collaborate with leaders across various client profiles to provide the latest market developments / services to clients.
• Establish credibility as a subject matter expert for VA / SI solutions and present our capabilities internally and externally.
• Manage client meetings and deliverables with minimal assistance.
• Demonstrate a deep understanding of VA / SI portfolio frameworks and communicate key concepts to colleagues and clients.

Requirements

Benefits

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