Investment Alternatives Analyst

2 weeks ago


Sydney, New South Wales, Australia myGwork - LGBTQ+ Business Community Full time

Mercer is seeking candidates for the following position based in the Sydney office:

What can you expect?

What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our President , David Bryant, is dedicated to Mercer Pacific being a "people first" culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and benefits, and we are committed to making your journey with us FUN.

  • Voted #1 HR Consulting Company Globally
  • Great Package
  • Great time to join this global organisation in Growth Phase

What is in it for you?

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more

  • Leading learning and development programs
  • Professional environment where your career path really matters and is supported in our global organisation
  • Great team environment with energetic and supportive colleagues
  • Genuine work life balance

We will count on you to:

Provide subject matter expertise across Mercer's real estate manager research, client consulting and delegated solutions businesses. Play a key role in managing Mercer's fully discretionary $4bn+ Australian Direct Property Fund and contributing to the firm's broader growth aspirations.

Key Responsibilities:

  • Portfolio management: Assist with all aspects of portfolio management from cradle to grave. Assist with management and oversight of client portfolios; recommending multi asset-class portfolio construction, strategy, and implementation; support investment identification and due diligence across a broad cross section of primarily Australian real estate related investments.
  • Manager research: Contribute to thought leadership of relevant sub-asset classes as requested, including sector specialist contributions to DAA/SAA. Accountability of generating high quality manager research deliverables on specific opportunities within real estate, with minimal oversight from more senior members of the team.
  • Client consulting: Support delivery of technical support and advice to client-facing consulting colleagues on alternatives topics. Support the development of intellectual capital to promote awareness internally and externally of the firm's capabilities in Alternatives. Client reporting of portfolio performance reviews and drafting client reports for clients as required. Supporting new business activities across the firm; representing Mercer and/or its clients at investor meetings and industry conferences and organisations, and communicate relevant findings to the broader group and its clients as necessary.

What you need to have:

  • Postgraduate degree and/or relevant professional qualification (CFA/RICS/CAIA) preferred.
  • Minimum two years' experience.
  • A strong understanding of the macroeconomic environment and local real estate market fundamentals. The ability to construct and articulate a macro view.
  • Real estate experience ideally including indirect (funds, co-investments, SMA's) and/or direct real estate.
  • Knowledge of superannuation industry and understanding of key stakeholders
  • Strong quantitative, research and analytical skills
  • Excellent written and verbal communication skills and attention to detail
  • Solid presentation and interpersonal skills
  • Adaptable, self-motivated and team orientated. Eager to learn and specialise in real estate and alternatives investment.

About Mercer:

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer on LinkedIn and X.

Please note: All offers of employment are contingent upon clear results of a thorough background check including criminal record check, previous employment history and financial stability. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits.

Marsh McLennan is committed to creating 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.

Marsh McLennan 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 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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