Patrick Emerson

Senior Actuarial and Investment Consultant @Mercer

Communicate regularly with clients to ensure that deliverables meet their needs and expectations - Understand client risk tolerance, investment objectives and constraints, and other factors related to investment strategy development and implementation - Develop project timelines and manage task assignments for junior analysts to ensure timely production of all client deliverables, which may include emails, Excel spreadsheets and/or PDF or PowerPoint presentations - Present a wide range of deliverables, such as performance reports, investment manager searches for traditional and alternative asset classes, asset allocation and ALM studies, governance and policy guideline reviews, fund-of-fund portfolio structure recommendations, defined contribution demographic and structure reviews, and other ad hoc projects - Build and maintain relationships with clients and outside vendors, including investment managers, recordkeepers, and custodians - Collaborate with internal team members to develop new or enhanced processes to address client or consultant needs