Alternatives Investment Associate

Company:Mercer

Description:

We are seeking a talented individual to join the U.S. Investments team at Mercer, a Marsh company, as an Alternatives Investment Associate. This role will be based in Atlanta, Minneapolis or St. Louis. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this position, you will have the opportunity to work as part of our Alternatives team within the Office of the Chief Investment Officer, serving Mercer’s 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 Mercer’s investment governance framework.

We will count on you to:

• 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.

What you need to have: 

• 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.

What makes you stand out?

• 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

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 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.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].

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 $115,200 to $230,400.

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.