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

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

Alternatives Investment Associate

Key skills