Alternatives Investment Associate
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Illinois • Minnesota • United States
Visit company websiteExplore more
Salary
💰 $115,200 - $230,400 per year
About the role
- 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
Requirements
- 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 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analyticsportfolio constructioninvestment pacingstrategy implementationperformance reportingrisk assessmentmarket analysisproject managementquantitative analysisqualitative analysis
Soft Skills
communication skillswriting skillscritical thinkingrelationship buildingindependent workproactive identificationpresentation skillstime managementarticulation of findingscollaboration
Certifications
CFACAIASeries 7Series 63