Investment Consulting Principal

hace 4 días


Ciudad de México, Ciudad de México MX013 Mercer Asesores en Inversion Independientes, S.A. de C.V. A tiempo completo
About the Role

We are seeking an experienced Investment Consulting Principal to join our team in Mexico City or Monterrey. As a key member of our consulting practice, you will lead and inspire a team of investment consultants to deliver exceptional results for our clients.

Key Responsibilities
  • Lead complex client engagements, driving revenue and profitability growth.
  • Determine the scope of services for clients and set roles and responsibilities within the client team.
  • Oversee multiple project managers, ensuring timely and budget-friendly delivery of high-quality work.
  • Develop sophisticated solution designs for clients, providing investment advice on objectives, policy, and manager selection.
  • Monitor investment markets and client portfolios, making adjustments to investment strategies as needed.
  • Create and evaluate investment strategies for large and jumbo market clients.
  • Bring leadership and expertise to the Mexico team, implementing efforts to expand the Investment Consulting business.
  • Maintain marketplace visibility through public speaking, professional societies, and trade journal publications.
Requirements
  • Bachelor's degree in finance, economics, mathematics, or a related field, with strong quantitative and analytical skills.
  • 10+ years of experience in investment consulting, with a proven track record of selling and delivering investment consulting services.
  • CIPM / CFA and AMIB Figura 3 certification.
  • Strong mathematical and financial skills, with in-depth knowledge of pensions, endowments, markets, investment managers, and relevant legislation.
  • Advanced skills in MS Office, including Office, Word, PowerPoint, and Excel.
  • Ability to thrive in a fast-paced environment, with excellent client-facing skills and written and verbal communication.
What We Offer
  • Equal opportunity employer committed to diversity, inclusion, and flexibility.
  • Part of a multinational organization with opportunities for growth and development.
  • Flexible work environment and hybrid work-from-home policy.
  • Generous benefits package.
  • Opportunities to engage with other areas of Marsh McLennan business.


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