Alternatives Investment Leader

1 week 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.


  • Analyst, Investment

    3 days ago


    Montréal, Canada Ivanhoe Cambridge Full time

    We invest globally and act locally for a sustainable impact in communities As a global real estate industry leader, our mission is to generate long-term value for our 6 million depositors in Quebec and to have a positive environmental and social impact on both the people who work for us and the businesses that call our properties home. We develop and invest...


  • Montréal, QC HB E, Canada PSP Investments Full time $150,000 - $250,000 per year

    ABOUT USWe're one of Canada's largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and...


  • Montréal, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal...


  • Montréal, Canada PSP Investments Full time

    ABOUT US We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal...


  • Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Investment Manager

    1 day ago


    Montréal, Canada FinDev Canada Full time

    Work Term: Permanent - Work Language: Bilingual - Hours: 37.5 hours per week - Education: Master's degree - Experience: 5 years or more - **Tasks**: - Plan and control budget and expenditures - Hire, train, direct and motivate staff - Establish and implement policies and procedures for buying and selling of financial products - Oversee the preparation of...


  • Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Intern - Investment Analyst** **Baker Gilmore & Associates, Montreal** Baker Gilmore & Associates is one of Canada’s largest specialty fixed income managers, with a 34-year track record. Baker Gilmore is an affiliate of the Connor, Clark & Lunn Financial Group Ltd, a multi-boutique asset management firm whose affiliated companies collectively manage...


  • Montréal, Canada Crowe BGK Full time

    **General Information**: **About the firm**: For over 70 years Crowe BGK has been a continuously growing independent accounting firm with offices in Montreal and Ottawa. Our affiliation with a top 10 largest global accounting network, Crowe Global, gives us borderless access to international expertise. Crowe BGK provides a full suite of accounting, domestic...

  • Investment Analyst

    2 weeks ago


    Montréal, Canada Mercer Full time

    **Mercer** Canada is seeking an **Investment Analyst** for our Montreal, Quebec City or Ottawa office. As an **Investment Analyst**in the wealth group - you will be supporting our DC consultants in providing a range of services to institutional clients who sponsor or intend to set up a group retirement savings plan. This is a hybrid role that requires...

  • Product Specialist

    2 weeks ago


    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...