Senior Financial Analyst at CHEP preparing and analyzing financial results with a focus on strategic business improvement. Collaborating cross - functionally to deliver insights for financial decision - making.
About the role
- Investment Consultant at Mercer focusing on Endowment and Foundation clients. Working with investment strategies and advising clients on growth investment practices.
Responsibilities
- Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions
- Prior experience with Endowment and Foundation clients, preferably higher education clients
- Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients, inclusive of alternative investments
- 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
- A bachelor's degree preferably in a field relevant to this position
- CFA, CFP, CAIA or advanced degree preferred
- 7 - 15 years of experience related to this position
- A proven history of excellent client service, preferably with endowment and foundation clients
- 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
- Eagerness to learn and keep up to date with the investment industry and market conditions
- Ability and desire to manage, motivate, and mentor junior-level colleagues
- A strong business development orientation, mainly through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
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