Principal, Values Aligned & Sustainable Investments

Company:

Mercer

Description:

We are seeking a talented individual to join the CIO team at Mercer. This role will be based in Boston, Scottsdale, Los Angeles, Denver, Atlanta or Washington D.C. This is a hybrid role that has a requirement of working at least three days a week in the office.In this position you will have the opportunity to work as part of our Values-Aligned & Sustainable Investments (VA/SI) team within the Office of the CIO, serving Mercer’s large discretionary and advisory institutional client base. The senior investment professional will bring best in class VA/SA services to clients. Covering client strategy, asset allocation, portfolio construction and implementation for advisory or outsourced fiduciary implementation. This role will have a heavy emphasis on private markets.

We will count on you to:

• Work in partnership with our VA/SI team, asset class and segment portfolio management teams to develop model and custom VA/SI portfolios aligned with client objectives
• Perform VA/SI client engagement and solutions delivery across our continuum from governance framework to baseline analytics to portfolio design/implementation.
• Synthesize complex data analytics into a client-ready, accurate, and concise narrative with key takeaways and actionable next steps
• Act as a source of innovation and best practices for VA/SI operational efficiency and scale
• 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 (from data analytics to investments to reporting) and present our capabilities and expertise both internally and externally
• Be viewed as a trusted resource across broader platform with the ability to handle and run client meetings and manage client deliverables with minimal  assistance
• Demonstrate a deep understanding of our VA/SI portfolio frameworks, select lists, and model portfolios and ability to effectively communicate key concepts to colleagues and clients
• Intentionally foster strong connections within the broader investment ecosystem

What you need to have:

• Private markets manager research and due diligence experience.
• BA/BS degree in finance, economics, or other business-related areas
• 5+ years  of experience within manager research or portfolio management
• Demonstrable expertise and investment track record in VA/SI investment implementation (i.e., climate solutions investing, impact investing, stewardship investing, etc.) at the asset class or portfolio level
• Experience designing and delivering client presentations and proposals in ways that are visually engaging yet polished and concise
• Demonstrated ability to influence decision makers with thoughtful presentations
• Experience with portfolio design, construction and implementation
• Understand relative risk/return dynamics and multi-asset portfolio nuances and considerations for balancing conventional investment objectives and VA/SI portfolio objectives.

What makes you stand out?

• Experience in presenting complex investment topics to client Committees, Boards, C-Suite
• High performing track record of VA/SI investing on behalf of institutional clients, particularly US endowments and foundations
• Experience investing in Alternatives asset classes, including private equity and private real assets
• Direct investing experience with a high performing track record
• CFA, CAIA

Why join our team:

• We help you to be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and r