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

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.

Endowments and Foundations Investment Consultant

Key skills