Healthcare Senior Investment Consultant
National African-American Insurance Association (NAAIA), Seattle, WA, United States
Overview
We are seeking a talented individual to join our Healthcare Investment team at Mercer, a Marsh company. This client‑facing Investment Consulting role primarily serves Mercer's Healthcare clients and focuses on growth investment practice. The position is hybrid and requires at least three days a week in the specified offices.
Responsibilities
Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
Analyze markets, investment managers, portfolios, and investment performance.
Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
Mentor junior colleagues in their career development.
Source and cultivate relationships with prospective clients and engage with existing clients to grow the breadth of services.
Qualifications
Bachelor's degree preferably in a relevant field.
CFA charter and/or MBA.
10+ years of experience related to this position.
Proven history of excellent client service and presentation skills.
Experience presenting complex topics to clients of varying sophistication across traditional and alternative investments.
Self‑motivation and proven ability to work well in a team environment.
Ability to manage multiple priorities and work in a rapidly changing, dynamic environment.
Strong analytical, project management, and communication skills.
Attention to detail while understanding the bigger picture.
Eagerness to learn and keep up to date with the investment industry and market conditions.
Adaptability and decisiveness.
Technical proficiency in Microsoft Excel, Word, and PowerPoint.
Ability and desire to manage, motivate, and mentor junior‑level colleagues.
Preferred experience leading relationships with multi‑billion, multi‑pool health systems.
What Makes You Stand Out
Significant investment industry and market knowledge.
Experience leading relationships with complex clients.
Demonstrable communication of both traditional and alternative investments to clients.
Why Join Our Team
Professional development opportunities, interesting work, and supportive leaders.
Vibrant and inclusive culture with impact for colleagues, clients, and communities.
Career opportunities, benefits and rewards to enhance well‑being.
Compensation and Benefits
The applicable base salary range for this role is $162,000 to $324,000. The base pay is determined by experience, skills, training, location, certifications, education, and applicable minimum wage requirements. In addition, the position may be eligible for performance‑based incentives and a comprehensive total rewards package that includes health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.
EEO Statement
Marsh & Mercer are committed to diversity, inclusion and a flexible work environment. All employees are expected to work onsite at the local office at least three days per week in accordance with our hybrid work policy.
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We are seeking a talented individual to join our Healthcare Investment team at Mercer, a Marsh company. This client‑facing Investment Consulting role primarily serves Mercer's Healthcare clients and focuses on growth investment practice. The position is hybrid and requires at least three days a week in the specified offices.
Responsibilities
Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
Analyze markets, investment managers, portfolios, and investment performance.
Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
Mentor junior colleagues in their career development.
Source and cultivate relationships with prospective clients and engage with existing clients to grow the breadth of services.
Qualifications
Bachelor's degree preferably in a relevant field.
CFA charter and/or MBA.
10+ years of experience related to this position.
Proven history of excellent client service and presentation skills.
Experience presenting complex topics to clients of varying sophistication across traditional and alternative investments.
Self‑motivation and proven ability to work well in a team environment.
Ability to manage multiple priorities and work in a rapidly changing, dynamic environment.
Strong analytical, project management, and communication skills.
Attention to detail while understanding the bigger picture.
Eagerness to learn and keep up to date with the investment industry and market conditions.
Adaptability and decisiveness.
Technical proficiency in Microsoft Excel, Word, and PowerPoint.
Ability and desire to manage, motivate, and mentor junior‑level colleagues.
Preferred experience leading relationships with multi‑billion, multi‑pool health systems.
What Makes You Stand Out
Significant investment industry and market knowledge.
Experience leading relationships with complex clients.
Demonstrable communication of both traditional and alternative investments to clients.
Why Join Our Team
Professional development opportunities, interesting work, and supportive leaders.
Vibrant and inclusive culture with impact for colleagues, clients, and communities.
Career opportunities, benefits and rewards to enhance well‑being.
Compensation and Benefits
The applicable base salary range for this role is $162,000 to $324,000. The base pay is determined by experience, skills, training, location, certifications, education, and applicable minimum wage requirements. In addition, the position may be eligible for performance‑based incentives and a comprehensive total rewards package that includes health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.
EEO Statement
Marsh & Mercer are committed to diversity, inclusion and a flexible work environment. All employees are expected to work onsite at the local office at least three days per week in accordance with our hybrid work policy.
#J-18808-Ljbffr