Marsh McLennan

Investment Consultant, Endowment & Foundations

Marsh McLennan$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field
  • 3+ years of experience in investments or consulting
  • Pursuit of CFA charter is a plus
  • Strong analytical and problem-solving skills
  • Excellent communication abilities
  • Self-motivated with a team-oriented approach
  • Familiarity with Microsoft Excel, Word, and PowerPoint

Responsibilities

  • Support senior consultants with endowment and foundation clients
  • Prepare materials and analysis for client meetings
  • Analyze markets, investment strategies, and performance
  • Develop investment solutions and portfolio recommendations
  • Collaborate with internal teams across various functions
  • Assist with business development and client relationship efforts
  • Contribute to team initiatives and projects as needed
  • Stay updated on investment knowledge and trends

Benefits

  • Hybrid work model with at least three days in-office
  • Opportunity to work closely with senior consultants
  • Access to a collaborative and technology-driven environment
  • Engagement in professional development and investment knowledge enhancement
  • Exposure to a growing investment practice with endowment and foundation clients
Full Job Description
Company:
Mercer

Description:

We are seeking a talented individual to join our Wealth Investment team at Mercer.

This role will be based in King of Prussia or Philadelphia, PA. This is a hybrid role that has a requirement of working at least three days a week in the office.

This is a client-facing Investment Consulting role that will primarily support Mercer's Endowment and Foundation clients, a growing investment practice.

The individual in this role will work closely with senior consultants and internal partners to help deliver investment analysis, portfolio insights, and client service support.

We will count on you to:
  • 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
  • Assist in developing investment solutions and portfolio recommendations for clients
  • Collaborate with internal teams including investment strategy, portfolio management, research, marketing, and consulting
  • Support business development and relationship management efforts alongside senior team members
  • Contribute to internal projects and team initiatives as needed
  • Continue developing investment knowledge and consulting skills within a collaborative team environment
  • Thrive and be motivated by an environment that embraces AI and technology-enabled tools


What you need to have:
  • 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


What makes you stand out?
  • 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


About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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