Alternatives Investment Associate
Mercer, a Marsh company, is seeking a talented individual to join their U.S. Investments team as an Alternatives Investment Associate. The role involves supporting the investment team in portfolio construction and client strategy while collaborating with senior investment professionals to assess investment risks and opportunities.
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
Skills
- BA / BS degree in finance, economics or other business-related areas
- Strong communication / writing skills to create and present information to the Alternatives Investment Directors, 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
- Prior experience working with alternatives asset classes (private equity, private credit, real estate, infrastructure and hedge funds)
- CFA, CAIA or Series 7, Series 63
- Prior experience in working with institutional investors
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
Company Overview
Company H1B Sponsorship