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Alternatives Investment Associate

Alternatives Investment Associate

CompanyMarsh & McLennan
LocationSt. Louis, MO, USA, Atlanta, GA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • BA / BS degree in finance, economics, or other business-related areas
  • 3+ years of experience in financial services, ideally in alternatives
  • Strong verbal/written communication skills to create and present information to the Alternatives Investment Directors and Consultants, and create client deliverables
  • Ability to work with a range of institutional client types (e.g. insurance companies, endowments and foundations, healthcare institutions, public and corporate pensions, wealth management, etc.)
  • Project management skills to balance working on multiple projects at once
  • Exhibit ability to focus analysis on most critical items and clearly articulate findings
  • Strong knowledge of data tools and proficiency in Excel

Responsibilities

  • Support the investment team’s investment efforts by incorporating the investment process, from portfolio construction, forward calendars, investment pacing, strategy implementation and presentation, and performance reporting
  • Collaborate with senior investment professionals to identify and assess potential investment risks and opportunities
  • Support creation of alternatives market slides to be used in marketing presentations and provide regular updates for market information that goes to various clients and prospects to establish Mercer as a market leader
  • Run unplanned projects independently, seeking guidance where required, and proactively identify and manage value-added ad hoc projects
  • Contribute to and promote Mercer’s external image and develop relationships in the investment management community
  • Knowledge of our data analytics platform and practices, while applying critical thinking to the findings and deliverables for clients
  • Consistently present with accuracy, quality, and timeliness for deliverables, whether quantitative or qualitative

Preferred Qualifications

  • Prior experience working with alternatives asset classes (private equity, private credit, real estate, infrastructure and hedge funds)
  • CFA, CAIA, Series 7, or Series 63
  • Prior experience in working with institutional investors