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Investments Counsel

$103,800- $207,500/ year
Posted May 15
Full Time
On Site
Boston, Massachusetts

Mercer Investments LLC is currently seeking candidates for an exciting position based out of either our Boston or New York office. This role offers a hybrid work arrangement, with three days spent working in either office per week.

Mercer Investments, a Marsh McLennan business, is a global provider of multi-manager investments solutions. In the US, Mercer provides investment management services, overseeing the asset allocation, investment decisions, rebalancing and investment monitoring of client portfolios through its “outsourced chief investment officer” (or “OCIO”) business, as well as investment advisory services, to a range of institutional clients. 

What can you expect?

  • You will join the team as Investments Counsel on a team of attorneys supporting our US registered investment adviser, Mercer Investments LLC, and related entities.
  • The Investments Counsel position will be responsible for providing strategic and tactical legal advice supporting Mercer’s investment management and investment consulting businesses in the US, working closely with the investments, operations, and compliance teams.
  • Use your critical thinking skill and apply your legal skills to make an impact and support a growing business.

What is in it for you?

  • Marsh McLennan and Mercer offer competitive employee benefits and a thriving culture so that you can bring your authentic self to work.
  • A company with a strong brand and strong results to match.
  • Culture of internal mobility, collaboration, and valued partnerships.
  • Employee Resource Groups which provide connections to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.
  • Competitive pay (salary and bonus potential).
  • Full benefits package – starting day one: medical, dental, vision, retirement and savings program, disability benefits, insurance coverage, opportunity to participate in our Employee Stock Purchase Plan, etc. (regional specificity required).
  • Generous Parental Leave and education support policy.
  • Robust vacation, personal days, and paid time off to give back to your community.

We will count on you to:

  • Negotiate complex contracts with institutional clients and key service providers.
  • Advise the business regarding proposed new client initiatives.
  • Advise on regulatory obligations applicable to registered investment advisers.
  • Stay abreast of legal, regulatory, and industry developments and advise on critical legal, regulatory, and business risks.
  • Contribute to and reinforce the Marsh McLennan Legal, Compliance & Public Affairs Department’s Strategic Plan or initiatives that impact the LCPA organization.
  • Demonstrate strong written and oral communications skills.
  • Collaborate effectively with business, operations and legal and compliance colleagues.
  • Promote an ethical culture where employees are encouraged to voice their concerns and opinions; and
  • Above all, exercise sound judgment.

What you need to have: 

  • JD from a US accredited law school and license to practice, in good standing, in at least one of the fifty states.
  • A minimum of 2 years of experience, either at a law firm, financial services firm, or financial services industry regulator or self-regulatory organization.
  • Knowledge of, and experience with, the Investment Advisers Act, the Employee Retirement Income Security Act (ERISA), and/or the Investment Company Act.

What makes you stand out?

  • Familiarity with the Securities and Exchange Act and FINRA Rules and/or the Securities Act.
  • Experience with Commodity Exchange Act and NFA Rules applicable to commodity pool operators and/or commodity trading advisers.
  • Experience with Office of Comptroller of the Currency (OCC)- or state-regulated collective investment trusts.
  • Experience advising manager-of-managers and fund-of-funds firms.
  • Willingness to bring fresh perspective and ideas while contributing to a collegial team setting!

Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s more than 85,000 colleagues advise clients in over 130 countries.  With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data-driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter  develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer  delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and well being for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit marshmclennan.com, or follow us on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting TANA@mmc.com

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $103,800 to $207,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.