Marsh McLennan·8 days ago
8 days ago
Endowments and Foundations Investment Consultant
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What you'll do
- Deliver investment advice and solutions to endowment and foundation clients
- Collaborate with internal teams and clients
- Leverage expertise in investment strategy and client engagement
What they're looking for
- Significant experience in investment consulting
- Strong client service orientation
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for an Endowments and Foundations Investment Consultant to deliver investment advice and solutions to endowment and foundation clients. You will collaborate with internal teams and clients, leveraging your expertise in investment strategy and client engagement. Ideal candidates have significant experience in investment consulting and a strong client service orientation.
Skills
- investment consulting
- portfolio management
- alternative investments
- investment strategy
- client relationship management
- research
- mentoring
- business development
- sales
- presentation skills
- cfa
- cfp
- caia
- team collaboration
- client service
- growth investment
- institutional clients
- sales presentations
- market analysis
Company
Marsh McLennan
5415 High Street, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.