Endowment & Foundation Investment Advisor (Hybrid)

Socket.dev; United States; Hybrid; USD 122,000 - 245,000; Full time

Job summary

Marsh in the United States is seeking an Investment Consultant to join the Investments & Retirement team serving Endowment and Foundation clients. This client-facing role will be based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver, and operates in a hybrid model requiring at least three days in the office.

You will design and communicate investment solutions, mentor colleagues, and collaborate across teams to grow services and support clients’ missions.

Qualifications

• A 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 with endowment/foundation clients
• Ability to communicate traditional and alternative investments to clients
• Experience presenting complex topics to clients with varying sophistication
• Self-motivation and ability to work well in a team
• Ability to manage multiple priorities in a dynamic environment
• Eagerness to learn and keep up to date with market conditions
• A strong business development orientation through client relationships and expansion opportunities

Responsibilities

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
• Leverage expertise to design, develop, deliver, and communicate investment solutions for clients, incl. alternatives.
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting.
• Mentor junior colleagues in their career development.
• Engage with clients and prospective clients to grow the breadth of services and help them advance their missions.

Skills

Client service

Communication

Teamwork

Prioritization

Self-motivation

Mentoring

Business development

Education

Bachelor's degree

CFA/CFP/CAIA or advanced degree

Job description

Marsh in the United States is seeking an Investment Consultant to join the Investments & Retirement team serving Endowment and Foundation clients. This client-facing role will be based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver, and operates in a hybrid model requiring at least three days in the office.

You will design and communicate investment solutions, mentor colleagues, and collaborate across teams to grow services and support clients’ missions.