Investment Consultant

Investment Consultant

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 work primarily with Mercer's Endowment and Foundation clients, a focus growth investment practice.

We will count on you to:

• Work with clients' staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
• Analyze markets, investment managers, portfolios, and investment performance.
• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients.
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
• Support Senior Investment Consultants in client and business development work.
• 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.

What you need to have:

• A bachelor's degree preferably in a field relevant to this position
• A minimum of 5 years of experience related to this position

What makes you stand out?

• Pursuit of CFA charter
• A proven history of excellent client service
• 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
• Strong analytical, project management, and communication skills
• Mastery of detail while understanding the bigger picture
• Eagerness to learn and keep up to date with the investment industry and market conditions
• Adaptability and decisiveness
• Technical skills; proficiency in Microsoft Excel, Word, and PowerPoint
• Ability and desire to manage, motivate, and mentor junior-level colleagues
• Preferred experience leading relationships with both large and small endowment and foundation clients
• Experience leading relationships with complex clients
• Demonstrable communication of both traditional and alternative investments to clients

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.