Values-Aligned & Sustainable Investments Director

Company:

Description:

We are seeking a talented individual to join the CIO team at Mercer. This role will be based in Boston, Scottsdale, Los Angeles, Denver, Atlanta or Washington D.C. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this position you will have the opportunity to work as part of our 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 bring best in class VA/SA services to clients. Covering client strategy, asset allocation, portfolio construction and implementation for advisory or outsourced fiduciary implementation.

We will count on you to:

• Work in partnership with our 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 our continuum from 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 our capabilities and expertise both internally and externally

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

• Demonstrate a deep understanding of our VA/SI portfolio frameworks, select lists, and model portfolios and ability to 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 (i.e., climate solutions investing, impact investing, stewardship investing, etc.) at the asset class or portfolio level

• Experience designing and delivering client presentations and proposals in ways that are visually engaging yet polished and concise

• Demonstrated ability to influence decision makers with thoughtful presentations

• Experience with portfolio design, construction and implementation

• Understand relative risk/return dynamics and multi-asset portfolio nuances and considerations for balancing conventional investment objectives and VA/SI portfolio objectives.

What makes you stand out?

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

• High performing track record of VA/SI investing on behalf of 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, CAIA

Why join our team:

• We help you to be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.