Senior Investment Consultant I

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 work primarily with Mercer’s Endowment and Foundation clients, a focus growth investment practice.

Requirements

A bachelor's degree preferably in a field relevant to this position
A minimum of 5 years of experience related to this position
Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint
Ability and desire to manage, motivate, and mentor junior-level colleagues

Nice To Haves

Pursuit of CFA charter
A proven history of excellent client service
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
Strong analytical, project management, and communication skills
Mastery of detail while understanding the bigger picture
Eagerness to learn and keep up to date with the investment industry and market conditions
Adaptability and decisiveness
Preferred experience leading relationships with both large and small endowment and foundation clients
Experience leading relationships with complex clients
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.
Analyze markets, investment managers, portfolios, and investment performance.
Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
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.