Endowments and Foundations Investment Consultant

Mercer•New York, NY

2d•$122,400 - $244,800•Hybrid

About The Position

Marsh is seeking an Endowments and Foundations Investment Consultant to join its Investments & Retirement team within the People and Investments business. This client-facing role primarily serves endowment and foundation clients and supports a growth-focused investment practice. The role may be based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, Chicago, St. Louis, Dallas, Atlanta, Boston, Denver, or New York, and follows a hybrid schedule requiring at least three days per week in the office or onsite with clients. The consultant advises clients’ staff, investment committees, and boards, and designs, develops, delivers, and communicates investment solutions, including alternative investments. The role collaborates with internal investment strategy, portfolio management, research, marketing, sales, and consulting teams; mentors junior colleagues; and engages clients and prospects to expand services and support their missions.

Requirements

Bachelor’s degree, preferably in a field relevant to the position.
7–15 years of experience related to the position.
A proven history of excellent client service, preferably with endowment and foundation clients.
Ability to communicate traditional and alternative investments to clients.
Experience presenting complex topics to clients with varying levels of sophistication, across traditional and alternative investments.
Self-motivation and ability to work well in a team environment.
Ability to manage multiple priorities in a rapidly changing and dynamic environment.
Eagerness to learn and stay up to date with the investment industry and market conditions.
Strong business development orientation.

Nice To Haves

CFA, CFP, CAIA, or an advanced degree.
Experience with endowment and foundation clients; experience with institutional clients will also be considered.
Experience leading relationships with complex clients.
Growth-oriented mindset.
Ability and desire to manage, motivate, and mentor junior-level colleagues.

Responsibilities

Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
Design, develop, deliver, and communicate investment solutions for clients, including alternative investments.
Collaborate with 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 delivered to help them advance their missions.
Build and nurture client relationships, participate in sales finals, and drive expansion opportunities.