Investment Operations Analyst

Atlanta, GA - USA

Monthly Salary: $ 46800 - 93600

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

Company:

Mercer

Description:

We are seeking a talented individual to join our Alternative Investments team at Mercer. This role will be based in Atlanta GA; Richmond VA; St Louis MO; Rancho Cordova CA; Boston MA; and Los Angeles CA. This is a hybrid role that has a requirement of working at least three days a week in the office.

Investment Operations Analyst at Mercer supports investment monitoring and reporting for alternative asset funds analyzing financial statements reconciling cash flows and preparing performance reports to assist client advisory services. This role involves working closely with a team of experienced professionals focused on private equity private debt real estate and infrastructure investments.

We will count on you to:

Analyze financial statements prepared by fund managers which includes the compilation of funds and underlying portfolio company performance
Record and reconcile cash flows arising from the underlying investments
Develop a strong working rapport with colleagues in the client advisory and client reporting groups
Assist in the integration of AI and other data capture tools into Mercers process

What you need to have:

Bachelors degree preferred in Business Economics Finance Accounting similar discipline or equivalent work experience
Detail-process orientation
Strong communication skills both written and verbal
Able to work both independently and as a member of a team
Understanding of financial statements
Intermediate proficiency with MS Office Suite

What makes you stand out

At least 1-3 years of relevant work experience
Prior experience in private equity space
Candidates with an MBA Masters in Finance or professional certifications (CFA CPA CAIA) are a plus

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 well-being.

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. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

The applicable base salary range for this role is $46800 to $93600.

The base pay offered will be determined on factors such as experience skills training location certifications education and any applicable minimum wage requirements. Decisions will be determined on a case-by-case addition to the base salary this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits tuition assistance 401K savings and other retirement programs as well as employee assistance programs.

Required Experience:

Company:MercerDescription:We are seeking a talented individual to join our Alternative Investments team at Mercer. This role will be based in Atlanta GA; Richmond VA; St Louis MO; Rancho Cordova CA; Boston MA; and Los Angeles CA. This is a hybrid role that has a requirement of working at least three...

Company:

Mercer

Description:

We will count on you to:

Analyze financial statements prepared by fund managers which includes the compilation of funds and underlying portfolio company performance
Record and reconcile cash flows arising from the underlying investments
Develop a strong working rapport with colleagues in the client advisory and client reporting groups
Assist in the integration of AI and other data capture tools into Mercers process

What you need to have:

Bachelors degree preferred in Business Economics Finance Accounting similar discipline or equivalent work experience
Detail-process orientation
Strong communication skills both written and verbal
Able to work both independently and as a member of a team
Understanding of financial statements
Intermediate proficiency with MS Office Suite

What makes you stand out

At least 1-3 years of relevant work experience
Prior experience in private equity space
Candidates with an MBA Masters in Finance or professional certifications (CFA CPA CAIA) are a plus

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 well-being.

The applicable base salary range for this role is $46800 to $93600.

Required Experience:

Key Skills

Close Protection
Accounting And Auditing
C#
Agriculture
Civil Project Management
Import & Export

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About Company

Marsh McLennan

Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.

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