San Francisco, California, 94111
The Associate will assist institutional clients by developing investment portfolios, assessing asset management firms, and scrutinizing portfolio performance metrics. Responsibilities include overseeing client deliverables, organizing meetings, and producing precise reports through thorough data analysis. Applicants should possess a bachelor’s degree in a field related to business or investments, along with 2 to 5 years of pertinent investment experience. Proficiency in Microsoft Office is essential, as well as familiarity with performance calculations, risk assessment metrics, and the principles of portfolio construction.
Mercer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
