Endowments and Foundations Investment Consultant

Marsh McLennan • Los Angeles, CA

6d • Hybrid

About The Position

We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver. 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 Mercer’s 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, preferably higher education clients. 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.

Requirements

• 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.
• 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
• Ability and desire to manage, motivate, and mentor junior-level colleagues
• A strong business development orientation, mainly through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.

Nice To Haves

• Experience with leading relationships with complex clients
• Growth oriented mindset.
• Demonstrable communication of both traditional and alternative investments to clients

Responsibilities

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
• 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.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees