Investment Consultant, Endowment & Foundations

About the role

This role is part of Mercer's Wealth Investment team and is based in King of Prussia or Philadelphia, PA. It is a hybrid role requiring at least three days a week in the office.

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
• Develop investment solutions and portfolio recommendations for clients
• Collaborate with internal teams including investment strategy, portfolio management, research, marketing, and consulting
• Contribute to business development and relationship management efforts alongside senior team members
• Support internal projects and team initiatives as needed
• Continuously develop investment knowledge and consulting skills within a collaborative team environment

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

Qualifications

• 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
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Exposure to traditional and alternative investments is a plus
• Prior experience supporting institutional or investment-related client work is preferred

Benefits

Mercer offers a range of career opportunities, benefits, and rewards to enhance your well-being. As a business of Marsh, we are committed to embracing a diverse, inclusive, and flexible work environment. We foster a vibrant and supportive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

The role is a hybrid role requiring at least three days a week in the office.