Client Portfolio Manager
Mercer 323 reviews - Boston, MA

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Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage you to explore the hundreds of job opportunities available through Mercer. Our core strengths place Mercer in a unique position to help our clients achieve the extraordinary - and extraordinary results require extraordinary people. Mercer is a wholly owned subsidiary of

Marsh & McLennan Companies

(NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy and human capital.

The Client Portfolio Director will be responsible for delivering all aspects of the investment advisory and asset management services for the delegated investment services group (Fiduciary Management) within Mercer Investments. The advisory services we offer encompass all traditional investment consulting services such as strategic asset allocation, portfolio structure design, and performance monitoring. The asset management component will be via the Mercer multi-manager strategies or customized delegated portfolios. Specific responsibilities will include but not be limited to:

Oversee client servicing activities for a specific group of delegated investment services clients including drafting of investment guidelines, development of marketing messages, portfolio trading, and asset allocation/portfolio structuring analyses.

Attend quarterly client meetings including making presentations to investment committees and introducing new investment strategies as initiated

Provide internal and external support for a select group of delegated investment services clients that have customized portfolios and/or are primarily serviced by investment consultants; orchestrate changes in such client portfolios as required by serving as a critical link between investment consultants and the delegated investment services group

Represent the investment team at prospect meetings working with the Investments sales force

Assist with new client transitions including the coordination of asset management and trust/custody relationships to Mercer's platform


Bachelor’s Degree or MBA

8+ years of investment experience with at least five years in a senior product marketing or client servicing role at an investment management or investment consulting firm

Experience researching and recommending investment managers, or asset allocation and security selection experience in a portfolio specialist role across equity and fixed income asset classes is required. Broad knowledge of investments, compliance procedures, trust, custody, and investment manager inter-relationships is required

The candidate must be able to multi-task, manage projects, demonstrate creativity, flexible to handle responsibilities beyond the core job, and be articulate. He/she must have an ability to roll up the sleeves and delve into projects personally with attention to detail. The candidate must be well rounded and be able to articulate why joining Mercer would be appealing from a career perspective. Easy going personality, ability to work very collaboratively, a willingness to mentor is imperative

CFA is strongly preferred

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension and 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at:




Primary Location


Marsh & McLennan Companies and its Affiliates

are equal opportunity employers

About this company
323 reviews
Mercer is a global consulting leader in talent, health, retirement, and investments. Mercer helps clients around the world advance the...