Investment Alternatives Specialist

6 months ago

Montréal, Canada Mercer Full time

Mercer’s Alternatives practice is looking for an **Alternatives Investment Specialist **to join our Montreal or Toronto Office

**What can you expect?**

Mercer is pleased to present an exciting opportunity to join our successful and rising Alternative Investments team within our Alternatives business. In this position you will have the opportunity to work as part of a global team, serving Mercer’s large discretionary and advisory institutional client base. The role will encompass analytical support for the Alternative Leaders in their interactions with Clients, Prospects, Investment Consultants and Sales Directors bringing best in class services across all asset classes to allow for efficient delivery of Mercer Alternatives across our service continuum to existing clients and supporting sales efforts to seek new business.

**What’s in it for you?**
- We are the global leader in the health and benefits. We deliver innovative solutions that address the health and wellness needs of our clients and their employees.
- On day one you'll be eligible for medical, dental, and vision care benefits and other benefits that are too many to name.

**What you need to have**:

- BA/BS degree in finance, economics, or other business-related areas.
- Knowledge and work experience within Alternative Investments in an investment specialist, investment support, investment due diligence or operational role is considered a plus.
- Strong analytical skills and attention to detail.
- Ability to function in both team-based and independent activities with modest oversight.
- Excellent verbal and written communication skills.
- Advanced Excel and PowerPoint skills required.
- Enrolled or obtained CFA charterholder or CAIA designation
- Position can be based in Montreal or Toronto.
- Fluency in both English and French is preferred.

**We will count on you to**:

- Support Alternative Leaders in preparing market-ready deliverables for existing clients and new business opportunities.
- Responsible for understanding different segments within alternative assets to assist with preparing presentations, and alternative themes to help prepare client deliverables and marketing materials.
- Liaise with Alternatives team, Investment Consultants and Sales Directors to ensure alignment on deliverables and expectations.
- Maintain and update databases with updated information on private capital opportunities across asset classes, including fundraising status, capacity, etc.
- Coordinate with Alternative Leaders to ensure internal colleagues and clients are receiving and are made aware of intellectual capital produced by the Strategic Research team.
- Coordinate with Alternatives Leaders and relevant parties to complete RFPs and finalist pitch presentations.
- Be well versed in different service level offerings at Mercer Alternatives and assist Alternative Leaders with client deliverables.
- Provide support for client deliverables and marketing materials using Excel and Powerpoint to create models, graphs and tables.

Mercer 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, or any other characteristic protected by applicable law.

Mercer 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 McLennan colleagues are expected to be in their local based teams will identify at least one “anchor day” per week on which their full team will be together in person. 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.

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