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Marsh McLennan

Investment Consultant, Endowment & Foundations

Marsh McLennan

Investment Consultant supporting Mercer’s Endowment and Foundation clients. Analyzing investment performance and advising on portfolio recommendations in a hybrid role.

Posted 6/30/2026full-timeKing of Prussia • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment analysis, portfolio management, and client relationship management, with a strong foundation in finance and consulting. Capable of collaborating with cross-functional teams to develop tailored investment solutions and support business development efforts.

Highest-signal resume keywords
Investment AnalysisPortfolio ManagementClient Relationship ManagementBusiness DevelopmentConsulting Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Investment AdvisoryMarket AnalysisPerformance AnalysisPortfolio RecommendationsInvestment Solutions Development
Soft Skills
CollaborationCommunicationAnalytical Thinking
Industry Keywords
EndowmentFoundationFinanceConsultingInvestment Management

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • Professional development opportunities
  • Interesting work
  • Supportive leaders
  • Vibrant and inclusive culture
  • Flexibility of working remotely and collaboration benefits