Values Aligned & Sustainable Investments Director Base pay range: $126,000.00/yr - $252,000.00/yr

This hybrid role is based in Boston, Scottsdale, Los Angeles, Denver, Atlanta or Washington D.C. and requires at least three days per week in the office. You will join Mercer’s 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 provide best-in-class VA/SA services to clients, covering client strategy, asset allocation, portfolio construction and implementation for advisory or outsourced fiduciary implementation.

Responsibilities

Work in partnership with the 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 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 capabilities and expertise internally and externally

Be viewed as a trusted resource across the broader platform with the ability to handle and run client meetings and manage deliverables with minimal assistance

Demonstrate a deep understanding of VA/SI portfolio frameworks, select lists, and model portfolios and effectively communicate key concepts to colleagues and clients

Intentionally foster strong connections within the broader investment ecosystem

What you need to have

BA/BS degree in finance, economics, or other business-related areas

7+ years of experience within manager research or portfolio management

Demonstrable expertise and investment track record in VA/SI investment implementation (e.g., climate solutions investing, impact investing, stewardship investing) at the asset class or portfolio level

Experience designing and delivering client presentations and proposals that are visually engaging, polished and concise

Demonstrated ability to influence decision makers with thoughtful presentations

Experience with portfolio design, construction and implementation

Understanding of relative risk/return dynamics and multi-asset portfolio nuances for balancing conventional and VA/SI objectives

What makes you stand out

Experience presenting complex investment topics to client Committees, Boards, or C-Suite

Strong track record in VA/SI investing for 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 or CAIA certification

Why join our team

Professional development opportunities, engaging work, and supportive leadership

A vibrant, inclusive culture with opportunities to create impact for colleagues, clients and communities

Structured in a way that provides career opportunities, benefits and rewards to support 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 retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

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.

The applicable base salary range for this role is $126,000 to $252,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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