Alternatives Investment Associate
Company | Marsh & McLennan |
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Location | St. Louis, MO, USA, Atlanta, GA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Mid 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