Endowments and Foundations Investment Consultant

Mercer • San Francisco, 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:

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.
• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

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