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About the Role

As a Private Equity Specialist, you will join Mercer’s North America Private Equity Funds team, working closely with senior research staff to support portfolio construction and management for advisory and delegated client accounts. You will develop the skills to lead end-to-end due diligence processes for evaluating and underwriting prospective private equity strategies, while building expertise in private equity portfolio construction and manager selection. You will also support Principals and Partners in managing portfolios and contribute to in-depth written due diligence on current investment opportunities.

Responsibilities

Attend manager meetings, plan due diligence, travel to on-site meetings, perform reference calls, evaluate the fund team, strategy, and performance, analyze historical returns, summarize relevant pros and cons, and determine an appropriate rating for a given fund
Develop an understanding of the acceptable, market-based economic terms for strategies under evaluation
Thrive and be motivated by an environment that embraces AI and technology-enabled tools
Prepare standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee, Staff, clients and other external entities as required
Provide general support to the research and due diligence efforts of the Private Equity team globally
Serve as a resource to client-facing professionals seeking current information on non-marketable investment opportunities, including data and analysis, comparison to other fund managers, and the opinion of the research team
Mentor junior staff

Requirements

Bachelor’s degree
3-5 years of relevant private equity investment experience, preferably at a pension fund, endowment, foundation, consulting firm, or fund of funds
Exceptional quantitative skills with the ability to evaluate fund and portfolio performance
Strong verbal and written communication skills
Excellent interpersonal, organization, and time management skills
Resourceful, proactive, and self-motivated, with the ability to work independently
Passion for or strong interest in investing
Proficiency in Excel and working knowledge of the MS Office suite (Outlook, Word, and PowerPoint)

Skills

AI tools and technology

Location

New York City

Work Type

Hybrid
Full-time

Experience Level

3-5 years

Education Level

Bachelor's degree
MBA
CFA
CAIA

Salary/Compensations

$88,000 to $176,000
Performance-based incentives may be eligible

Benefits

Professional development opportunities
Interesting work
Supportive leaders
Vibrant and inclusive culture
Impact on colleagues, clients, and communities
Range of career opportunities
Benefits and rewards to enhance well-being
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

About the Company

Mercer is a Marsh business.
Marsh is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
Marsh 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 colleagues are expected to be in their local 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.

Equal Opportunity

Marsh 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.
If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.