Alternative Investment Analyst- New York- College Program 2027

Posted 8 Hours Ago
Be an Early Applicant
New York, NY, USA
In-Office
47K-94K Annually
Entry level
Professional Services • Consulting
The Role
Support alternative investment monitoring and reporting for private equity, real estate, and infrastructure funds. Responsibilities include analyzing fund financial statements, reconciling investment cash flows, preparing quarterly performance reports, compiling quantitative and qualitative client presentation data, and conducting ad hoc fund analyses. The role requires strong financial statement understanding, communication, attention to detail, teamwork, and intermediate Microsoft Office proficiency.
Summary Generated by Built In
Company:Marsh

Description:

Alternative Investment Analyst- New York- College Program 2027

Mercer Investments is an advisor to institutional investors in the alternative asset classes. We provide private equity and real assets advisory services focused on investment sourcing, screening and due diligence, as well as investment monitoring, accounting and performance reporting. Our team has extensive experience working with leading global private equity, real estate, and infrastructure investors, including pension plans, family offices and fund-of-funds managers. We have a highly qualified team of professionals that cover North America, Europe, and Asia, with offices worldwide.

What can you expect?

  • You will support the investment monitoring/reporting activity for a set of specific funds in the alternative asset class
  • You will work with a team of qualified professionals who have experience working with global private equity, real estate, and infrastructure investors
  • You will be part of a company committed to enhancing the health, wealth, and careers of the clients we serve and their employees — and will work for a company equally invested in the development of our own people
  • You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace
  • You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance

What is in it for you?

  • Excellent growth potential with hands-on exposure and interaction across leading investors and participants in the alternative asset space.
  • A company with a strong brand and strong results to match and are committed to making a difference in the lives of people
  • A culture of belonging, innovation, collaboration, internal mobility and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields
  • Competitive pay, full benefits package – starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution)
  • Generous paid time off for vacation, sick, company holidays and time to give back to your community; flexible work culture
  • Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations
  • Opportunities to participate in our mentor program, as well as participate in networking with other colleagues in our Business Resource Groups (BRGs) – Mercer Cares (community involvement), PRIDE, Women@Mercer, Racial & Ethnic Diversity and Rising Professionals Network!

We will count on you to:

  • Analyze financial statements prepared by fund managers, which includes the compilation of fund and underlying portfolio company performance
  • Record and reconcile cash flows arising from the underlying investments
  • Assist in the preparation of quarterly reports on the performance and activities of private equity funds
  • Prepare quantitative and qualitative data for client presentations
  • Assist with ad-hoc analyses as they relate to key monitoring aspects of funds
  • Develop a strong working rapport with colleagues in the Client Advisory Services group

What you need to have: 

  • Bachelor’s 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

JOIN US

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. We offer several Business Resource Groups (BRGs) that employees can participate in (MMC Pride, Rising Professionals, Racial, Ethnic & Multicultural Diversity) Learn more about our foundational values, mission and vision for the future by reviewing our Greater Good Policy.

COMPANY PROFILE

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer. For a glimpse into our culture check out our intern blog site at https://mercercampus.wordpress.com/. 

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Marsh (NYSE: MRSH) is 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 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, 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, 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 [email protected].

The applicable base salary range for this role is $46,800 to $93,600.

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 basis. In 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.

Skills Required

  • Bachelor's degree in Business, Economics, Finance, Accounting, a similar discipline, or equivalent work experience
  • Detail-process orientation
  • Strong written and verbal communication skills
  • Ability to work independently and as part of a team
  • Understanding of financial statements
  • Intermediate proficiency with Microsoft Office Suite
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The Company
HQ: New York, New York
9,026 Employees

What We Do

Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC].

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