Investment Consultant, Endowment & Foundations

Investment Consulting Role at Mercer

We are seeking a talented individual to join our Wealth Investment team s role will be based in King of Prussia or Philadelphia, PA. 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 primarily support Mercer's Endowment and Foundation clients, a growing investment practice.

The individual in this role will work closely with senior consultants and internal partners to help deliver investment analysis, portfolio insights, and client service support.

We will count on you to:

• Support senior consultants in servicing endowment and foundation clients across a range of investment advisory needs
• Participate in client meetings and help prepare materials, analysis, and recommendations for client discussions
• Analyze markets, investment managers, portfolios, and investment performance
• Assist in developing investment solutions and portfolio recommendations for clients
• Collaborate with internal teams including investment strategy, portfolio management, research, marketing, and consulting
• Support business development and relationship management efforts alongside senior team members
• Contribute to internal projects and team initiatives as needed
• Continue developing investment knowledge and consulting skills within a collaborative team environment
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools

What you need to have:

• A Bachelor's degree, preferably in a field relevant to this position
• A minimum of 3 years of experience related to investments, consulting, finance, or a similar field

What makes you stand out?

• Pursuit of CFA charter
• Strong analytical and problem-solving skills
• Interest in investment consulting and client service
• Ability to communicate investment concepts clearly and effectively
• Self-motivation and ability to work collaboratively in a team environment
• Ability to manage multiple priorities in a fast-paced environment
• Strong organizational and project management skills
• Attention to detail while maintaining awareness of broader objectives
• Eagerness to learn and stay current on investment markets and industry trends
• Proficiency in Microsoft Excel, Word, and Power Point
• Exposure to traditional and alternative investments is a plus
• Prior experience supporting institutional or investment-related client work is preferred

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.

Mercer is a business of Marsh (NYSE: MRSH), 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 power of perspective.