Canada Alternatives Investment Leader

Company:

Mercer

Description:

We are seeking a talented individual to join our Alternatives team at Mercer. This role will be based in one of our Canada offices with a preference for Toronto or Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Canadian Alternatives Investment Leader (AIL) is a senior investment professional who will report to the Regional CIO of Investments and provide leadership for the Alternatives Investment Directors in the region. The AIL is responsible for developing the investment strategy and investment value proposition by client segment to support MGIs business objectives through alternatives solutions and services delivery. This role involves mentoring and managing the Alternatives team and representing Mercers Alternatives capabilities both externally and internally.

We will count on you to:

• Collaborate with the MGI leadership team to develop the investment value proposition in alternative assets by client segment covering private equity private debt real estate infrastructure hedge funds and more

• Represent Canada alongside the Canadian Regional CIO in various Alternatives Committees

• Lead mentor and manage Alternative Investment Directors and specialists; set clear objectives aligned incentives and ensure timely high-quality client deliverables

• Coordinate with Alternative Investment Leaders in other geographies to deliver a consistent global capability

• Act as portfolio manager on multi-asset fund-of-fund alternative strategies developed and implemented locally; advise on portfolio construction asset allocation manager selection structuring and governance for advisory Core/premium and discretionary/OCIO mandates

• Lead product development activities and Know-Your-Product initiatives when importing or repackaging investment solutions developed globally

• Provide subject matter expertise across alternative asset classes with deeper knowledge in selected areas

• Serve as a bridge to asset class specialists and partner with Canadian Regional CIOs and intellectual capital leads to evolve the investment process and contribute to research and thought leadership

• Jointly manage advisory and EOS service offerings to control scope and protect profitability

• Help drive new business and retention by supporting portfolio construction and implementation across vehicles such as PIPs SMAs Funds of One and commingled vehicles

• Participate in client and prospect meetings as the Alternatives specialist contributing to pitches RFPs and commercial positioning

• Promote Mercer Alternatives through thought leadership PR/marketing and client channels; leverage enablement tools and training to win profitable business and exceed financial targets

• Design and implement scalable solutions focused on profitability (NOI) efficiency and risk management

• Translate Mercers alternative service offerings into client solutions balancing customization and scale

• Maintain an actionable pipeline of commercially attractive opportunities and monitor performance against growth targets

What you need to have:

• BA/BS in finance economics or related field; advanced degree preferred

• CFA and CAIA preferred

• 15 years of experience specifically in alternatives investing portfolio construction and advising institutional/large discretionary clients on sophisticated mandates

• Experience in alternative product development strongly preferred

• Registration as a Canadian Portfolio Manager with Derivatives licensing strongly preferred

• Demonstrated track record of business development commercial strategy and delivering AUM/revenue growth

• Strong relationship building influencing and stakeholder management skills across investment sales and client teams

• Excellent communication and presentation skills; advanced Excel and PowerPoint proficiency

• Strong analytical skills project management capability and attention to detail

• Excellent communication and presentation skills in French and English as the position requires regular interaction with clients outside of Quebec as well as collaboration with other members of the Mercer team outside of Canada.

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 is a business of Marsh (NYSE: MRSH) a global leader in risk reinsurance and capital people and investments and management consulting advising clients in 130 countries. With annual revenue of over $27 billion and more than 95000 colleagues Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer visit or follow us on LinkedIn and X.

Marsh 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 or any other characteristic protected by applicable accordance with applicable legislation Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

Marsh 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 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 $140600 to $233200.

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 retirement programs as well as employee assistance programs.