Senior Investment Consultant

Marsh McLennan

Investment Consultant delivering investment advice and solutions to Endowment and Foundation clients. Collaborating with internal teams and mentoring junior colleagues in a hybrid work environment.

Posted 4/30/2026full-timeKing of Prussia • Pennsylvania • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

A bachelor's degree preferably in a field relevant to this position
A minimum of 5 years of experience related to this position
Pursuit of CFA charter preferred
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.

Benefits

Comp & perks

Professional development opportunities
Interesting work and supportive leaders
Vibrant and inclusive culture

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment analysisportfolio managementproject managementanalytical skillsclient servicepresentation skillsinvestment performance analysisinvestment strategy developmentcommunication of investment solutionsmarket analysis

Soft Skills

self-motivationteamworkadaptabilitydecisivenessmentoringstrong communicationability to manage multiple prioritieseagerness to learnmastery of detailcollaboration

Certifications

CFA charter