Endowment & Foundation Investment Advisor (Hybrid)

Mercer; Phoenix (AZ); Hybrid; USD 122,000 - 245,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K and other retirement programs

Employee assistance programs

Job summary

Marsh seeks a seasoned investment professional to join the Investments & Retirement team. The role supports endowment and foundation clients with traditional and alternative investments, mentoring juniors and collaborating across teams.

Hybrid work with three in-office days per week in multiple US cities, including Phoenix. With a base salary range and potential incentives, the candidate brings 7–15 years of experience, CFA/CFP/CAIA or advanced degree, and strong client service and

Qualifications

• 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.
• Proven history of excellent client service, preferably with endowment and foundation clients.
• Demonstrable communication of both traditional and alternative investments to 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.
• A strong business development orientation, mainly through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.

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, 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.

Skills

Client service

Team collaboration

Communication of investments

Business development

Self-motivation

Managing priorities

Market awareness

Education

Bachelor's degree

CFA/CFP/CAIA or advanced degree

Job description

Marsh seeks a seasoned investment professional to join the Investments & Retirement team. The role supports endowment and foundation clients with traditional and alternative investments, mentoring juniors and collaborating across teams.

Hybrid work with three in-office days per week in multiple US cities, including Phoenix. With a base salary range and potential incentives, the candidate brings 7–15 years of experience, CFA/CFP/CAIA or advanced degree, and strong client service and