Endowments and Foundations Investment Consultant

Job R353421

EXTERNALENGLOBALRequisition: R_353421

Company:
Mercer

Location:

Phoenix, Arizona, United States of America | Boston, Massachusetts, United States of America | San Francisco, California, United States of America | Los Angeles, California, United States of America | Portland, Maine, United States of America | St. Louis, Missouri, United States of America | Denver, Colorado, United States of America | Seattle, Washington, United States of America | New York, United States of America | Chicago, Illinois, United States of America | Dallas, Texas, United States of America | Atlanta, Georgia, United States of America

Employment type:

Regular Category:
Consulting Industry: Real Estate Salary: 250000

Posted:

We are seeking a talented individual to join our Investments & Retirement team, part of our People and Investments business s role will be based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, Chicago, St. Louis, Dallas, Atlanta, Boston, Denver or New York. This is a hybrid role that has a requirement of working at least three days a week in the office.

This is a client-facing Investment Consulting role that will work primarily with Endowment and Foundation clients, a focus growth investment practice.

We will count on you to:

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
• Prior experience with Endowment and Foundation clients and experience with institutional clients will also be considered.
• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients, inclusive of alternative investments
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
• Mentor junior colleagues in their career development.
• Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions.

What you need to have:

• A bachelor's degree preferably in a field relevant to this position
• CFA, CFP, CAIA or advanced degree preferred
• 7 - 15 years of experience related to this position
• A proven history of excellent client service, preferably with endowment and foundation clients
• Demonstrable communication of both traditional and alternative investments to clients
• Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments
• Self-motivation and proven ability to work well in a team environment
• Ability to manage multiple priorities and work in a rapidly changing and dynamic environment
• Eagerness to learn and keep up to date with the investment industry and market conditions
• A strong business development orientation, mainly through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.

What makes you stand out?

• Experience with leading relationships with complex clients,
• Growth oriented mindset
• Ability and desire to manage, motivate, and mentor junior-level colleagues

Why join our team:

• We help you 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.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the…