Endowment & Foundation Investment Strategist

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

Benefits offered by this job

Health benefits

Tuition assistance

401(k) and retirement programs

Job summary

Mercer, part of Marsh, is seeking an experienced Investment Consultant to join the Investments & Retirement team. This hybrid role will work with Endowment and Foundation clients across multiple offices and involves mentoring staff and expanding services.

You will design and communicate investment solutions, collaborate across teams, and engage with clients to support their missions. CFA/CFP/CAIA or advanced degree preferred.

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
• A proven history of excellent client service, preferably with endowment and foundation clients
• Demonstrable communication of both traditional and alternative investments to clients
• 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 relationship management

Investment knowledge

Communication

Team collaboration

Mentoring

Business development

Endowment & foundation experience

Education

Bachelor’s degree in a relevant field

Job description

Mercer, part of Marsh, is seeking an experienced Investment Consultant to join the Investments & Retirement team. This hybrid role will work with Endowment and Foundation clients across multiple offices and involves mentoring staff and expanding services.

You will design and communicate investment solutions, collaborate across teams, and engage with clients to support their missions. CFA/CFP/CAIA or advanced degree preferred.