Alternatives Investment Leader

5 months ago

Montréal, Canada Mercer Full time

**Mercer’s Alternatives practice is looking for an Investment Leader to drive our strategic growth in Canada**

Preferred locations: Toronto, Montreal

Bilingual French-English speaker strongly preferred

**What can you expect?**

Mercer is pleased to present an exciting opportunity to join our successful Alternative Investments team. 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.

**Primary responsibilities include**:

- Accountable for enabling Alternatives’ AUM and revenue growth in the region
- Relationship builder and strong influencer, with a proven track record of developing and maintaining robust alliances with senior stakeholders across the broader business
- Viewed as a strategic leader who proactively adapts strategies and innovates new pathways to achieve financial growth targets if obstacles arise
- Recognized as a sought-after trusted partner who advocates Alternatives’ vision to be the global leader and accelerates Alternatives’ reputation and industry influence by convincingly representing Alternatives at internal and external forums
- Prominent proponent of Mercer Alternatives’ value proposition, competitive differentiation and capabilities through multiple PR/marketing mediums, client and industry channels
- Aptly identifies client needs and market trends to support strategy design and the development and implementation of a comprehensive pre-marking/fundraising strategy and plan for our Alternatives growth across the continuum by demonstrating strong project management acumen and stakeholder involvement and engagement

**What is in it for you?**

You will be a critical leader within our Global Alternatives team and an integral colleague of Mercer Canada, which offers competitive employee benefits and a thriving culture so that you can bring your authentic self to work:

- A company with a strong brand and strong results to match;
- Culture of internal mobility, collaboration and valued partnership with HR from the business;
- Employee Resource Groups which provide connections to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations;
- Competitive pay (salary and bonus potential);
- Full benefits package - starting day one: medical, dental, vision, retirement and savings program, disability benefits, insurance coverage and more;
- Generous Parental Leave and education support policy;
- Robust vacation, personal days, and paid time off to give back to your community.

**We will count on you to**:

- Partner closely with the Canada Investments Leader and OCIO Leader to ensure AUM and revenue growth priorities are clear and globally coordinated (lessons learned/success enablers are shared; motivates teams to build strong relationships)
- Adeptly speak to market trends, client case studies, historical performance, investment opportunities, etc. to support AUM/revenue growth
- Leverage/develop enablement tools and training protocols to achieve excellence in engaging with consultants, clients and prospects as evident by winning new, profitable business that exceeds annual financial targets

**Qualifications and Preferred Skills**
- BA/BS degree in finance, economics, or other business-related areas
- Strong foundational knowledge and experience in Alternatives, particularly in working with clients on sophisticated mandates; breadth across private equity, private debt, real estate, infrastructure and/or hedge funds, with a strong growth mindset to continually broaden and deepen asset class expertise
- 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, with proven ability to execute on strategic plan
- Advanced Excel and PowerPoint skills
- Prior sales/commercial strategy and business growth/transformation experience

**What makes you a stand-out?**
- Demonstrate strong strategic thinking and creativity to design and deliver a commercial growth strategy that systematically delivers value to clients across various governance models
- Lead and manage multiple projects end-to-end simultaneously, demonstrating strong engagement with Alts' and other business stakeholders; communicate findings, recommendations, and results in concise, actionable reports and presentations
- CAIA or CFA

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

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