Company:
Mercer
Description:
We are seeking a talented individual to join the U.S. Investments team at Mercer. This role can be based in Atlanta or St. Louis and it is a hybrid role that has a requirement of working at least three days a week in the office.
As an Alternatives Investment Associate you will have the opportunity to work as part of our Alternatives team within the Office of the Chief Investment Officer serving Mercers larger discretionary and advisory institutional client base. The investment professional will bring best in class services to clients across the alternatives landscape. Supporting the U.S. Alternatives Investment Directors in the development of client strategy asset allocation advisory or outsourced fiduciary implementation requirements across private equity private credit real assets and hedge funds.
The role will involve working with clients (in conjunction with the U.S. Alternatives Investment Directors and the alternatives asset class specialist teams) on mandate design manager selection and portfolio construction within Mercers investment governance framework.
We will count on you to:
- Support the investment teams 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 valueadded ad hoc projects
- Contribute to and promote Mercers 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
What you need to have:
- BA / BS degree in finance economics or other businessrelated 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
What makes you stand out
- 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
Why join our team:
- We help you be your best through professional development opportunities interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues clients and communities.
- Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your wellbeing.
Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties gender orientation or expression marital status nationality parental status personal or social status political affiliation race religion and beliefs sex/gender sexual orientation or expression skin color veteran status (including protected veterans) or any other characteristic protected by applicable law. If you have a need that requires accommodation please let us know by contacting
Marsh McLennan is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Officebased teams will identify at least one anchor day per week on which their full team will be together in person.
Required Experience:
IC