Investment Consultant, Endowment & Foundations

Marsh McLennan • Philadelphia, PA

1d • Hybrid

About The Position

We are seeking a talented individual to join our Wealth Investment team at Mercer. This 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.

Requirements

• 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
• Proficiency in Microsoft Excel, Word, and PowerPoint

Nice To Haves

• 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
• Exposure to traditional and alternative investments is a plus
• Prior experience supporting institutional or investment-related client work is preferred

Responsibilities

• 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

Benefits

• professional development opportunities
• interesting work
• supportive leaders
• range of career opportunities
• benefits and rewards to enhance your well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level