Healthcare Senior Investment Consultant jobs in United States
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Marsh McLennan · 1 hour ago

Healthcare Senior Investment Consultant

Mercer, a Marsh company, is seeking a talented individual to join their Healthcare Investment team. This client-facing role focuses on delivering investment advice and solutions primarily for Mercer’s Healthcare clients, requiring collaboration across various internal teams and mentorship of junior colleagues.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

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 we deliver to help them advance their missions

Qualification

CFA charterInvestment consultingClient relationship managementMBAAnalytical skillsProject managementMicrosoft ExcelMicrosoft WordMicrosoft PowerPointPresentation skillsCommunication skillsTeam collaborationAdaptabilityMentoring

Required

A bachelor's degree preferably in a field relevant to this position
CFA charter and/or MBA
10+ years of experience related to this position
A proven history of excellent client service
Excellent presentation skills
Experience presenting complex topics to clients with varying levels of sophistication, across both 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 and dynamic environment
Strong analytical, project management, and communication skills
Mastery of 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 skills; proficiency in Microsoft Excel, Word, and PowerPoint
Ability and desire to manage, motivate, and mentor junior-level colleagues

Preferred

Preferred experience leading relationships with both multi-billion, multi-pool health systems
Significant investment industry and market knowledge
Experience leading relationships with complex clients
Demonstrable communication of both traditional and alternative investments to clients

Benefits

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

Company

Marsh McLennan

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP & General Counsel
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Company data provided by crunchbase