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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Investment AdvisoryMarket AnalysisPerformance AnalysisPortfolio RecommendationsInvestment Solutions Development

Soft Skills

CollaborationCommunicationAnalytical Thinking