Institutional Investment Manager

About the role

Mercer is looking for a proactive, strategic and hands-on, commercially driven Institutional Investment Manager based in Mexico City (Torre Mayor). This is a hybrid role with at least three days per week in the office. The main focus is to bring in new clients and grow Mercer's investment consulting business in Mexico and beyond.

Key responsibilities

• Serve as primary investment consultant on medium and large clients and second on jumbo clients, managing service delivery and solution design, and act as day-to-day lead for the client.
• Work in a team on complex projects and generate sales by expanding revenues from existing clients and proactively bringing in new ones.
• Sell and manage customized investment consulting services, develop intellectual capital and coordinate with sales and client management teams to close strategic opportunities.
• Provide investment advice on objectives, policy, manager selection, portfolio monitoring, risk management and strategy adjustments, and create and evaluate strategies for large and jumbo clients.
• Create project work plans, monitor timelines and budgets, and grow the book of retainer and project relationships through presentations, RFP responses and joint calls.
• Enhance clients' investment mission and strategy, align scope and fees, and maintain marketplace visibility through public speaking, professional societies and articles.

Required profile

• Bachelor's degree in finance, economics, mathematics or another business-related field, with strong quantitative and analytical content.
• AMIB Figura 3 certification and 8+ years of experience in investment consulting, selling and delivering to senior business leaders.
• Good knowledge of pensions, markets, investment managers and relevant legislation, and specialized knowledge of investment products.
• Experience leading projects and managing client expectations; strong command of spoken and written English is a must.
• Preferred: MBA, CFA or CIPM.

Required skills

• Strong mathematical and financial skills and knowledge.
• Ability to consult on all investment products and advise clients on suitable choices.
• Advanced MS Office skills (Word, PowerPoint, Excel).
• Experience designing and developing ALM models (preferred).