Mercer · 14 hours ago
Healthcare Senior Investment Consultant
Phoenix, AZ
Full-time
Hybrid
Senior Level, Lead/Staff
$162K/yr - $324K/yr
10+ years expMercer is seeking a talented individual to join their Healthcare Investment team. This client-facing role focuses on delivering investment advice and solutions to Mercer’s Healthcare clients, requiring collaboration with various stakeholders and mentorship of junior colleagues.
BankingConsultingEmployee BenefitsFinancial ServicesHuman ResourcesWealth Management
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
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
Mercer
Mercer is a human resource consulting service that includes compensation, employee benefits, communications, and investment consulting. It is a sub-organization of Marsh & McLennan.
10001+ employees
H1B Sponsorship
Mercer 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 (16)
2024 (22)
2023 (19)
2022 (33)
2021 (29)
2020 (20)
Funding
Current Stage
Late StageLeadership Team
Dorothee Gnaedinger
Partner and CEO Mercer Denmark
John Mallozzi
Partner, Global Segment Leader
Recent News
2025-11-05
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