Investment Associate

2 days ago


Sydney, New South Wales, Australia Mercer Full time

**Join Mercer's Private Equity Investments Team**

**Investment Associate**

Mercer's global Alternatives team is excited to announce an opportunity for an Investment Associate to join our dynamic Private Equity Investments team in Sydney. This role offers the chance to work with a world-class team and support our large discretionary and advisory institutional client base.

**We will count on you to**:

- Manage all private equity-related tasks for Australian clients, including stakeholder management, portfolio management, and internal/external communications.
- Evaluate funds and co-investment opportunities while fostering relationships with industry participants such as placement agents and fund managers.
- Conduct thorough due diligence on identified funds, including on-site interviews, track record analysis, and preparation of investment reports.
- Support investment recommendations with quantitative and qualitative analysis and contribute to strategic research projects.
- Monitor existing investments by attending AGMs and discussing research findings with internal and external clients.

**What you need to have**:

- A strong academic background with a BA/BS degree in finance, economics, or a related field; a Master's degree, CFA, or CAIA qualifications are a plus.
- 3+ years of relevant experience in private markets and financial markets.
- A desire to develop your career in private market investments.
- Fluency in written and spoken English with excellent verbal and written communication skills.
- Strong numeracy skills and high attention to detail, along with advanced proficiency in Word, PowerPoint, and Excel.

**What makes you stand out**:

- A solid understanding of the private equity industry.
- Proven experience in performing due diligence on private equity funds.
- Experience in preparing comprehensive investment reports.
- Strong communication skills that facilitate collaboration and relationship-building.

**What's in it for you?**
- Competitive salary and a comprehensive benefits package, including 20 days of annual leave (pro-rated) and flexible benefits.
- Full study support for relevant professional qualifications (CAIA/CFA).
- The opportunity to be part of a reputable company with a strong global brand and a growing local presence.
- Access to Employee Resource Groups, providing opportunities for mentorship, volunteering, and networking with industry leaders.

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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