Marsh McLennan · 1 day ago
Investment Consultant
Boston - High St
Full-time
Hybrid
Mid, Senior Level
$88K/yr - $176K/yr
5+ years expMercer is a global leader in helping clients realize their investment objectives, and they are seeking an Investment Consultant to join their Wealth Investment team. This client-facing role involves delivering investment advice, analyzing markets, and collaborating with internal teams to provide tailored investment solutions for Endowment and Foundation clients.
Financial ServicesProfessional ServicesService Industry
Responsibilities
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
Qualification
Required
A bachelor's degree preferably in a field relevant to this position
Pursuit of CFA charter
5-10 years of experience related to this position
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
Preferred experience leading relationships with both large and small endowment and foundation clients
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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