Endowment & Foundation Investment Strategist

Mercer; San Francisco (CA); Hybrid; USD 122,000 - 245,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Employee assistance program

Job summary

Marsh is seeking a talented professional to join our Investments & Retirement team, part of our People and Investments business. This client-facing Investment Consulting role will work primarily with Endowment and Foundation clients across multiple offices, and is based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver.

The role is hybrid with at least three days in the office. You will design, develop, deliver, and communicate investment solutions, including alternative

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, 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.
• Self-motivation and proven ability to work well in a team environment.
• Ability to manage multiple priorities in a rapidly changing and dynamic environment.
• Eagerness to learn and keep up to date with the investment industry and market conditions.
• Strong business development orientation through building and nurturing client relationships.

Responsibilities

• Work with clients’ staff, investment committees, and boards to deliver 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

Communication

Team collaboration

Business development

Mentoring

Education

Bachelor's degree

CFA

CFP

CAIA

Advanced degree preferred

Job description

Marsh is seeking a talented professional to join our Investments & Retirement team, part of our People and Investments business. This client-facing Investment Consulting role will work primarily with Endowment and Foundation clients across multiple offices, and is based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver.

The role is hybrid with at least three days in the office. You will design, develop, deliver, and communicate investment solutions, including alternative