Investment Operations Analyst supporting investment monitoring and reporting for alternative asset funds. Analyze financial statements and assist in AI integration within Mercer’s process.
Responsibilities
Analyze financial statements prepared by fund managers, which includes the compilation of funds and underlying portfolio company performance
Record and reconcile cash flows arising from the underlying investments
Develop a strong working rapport with colleagues in the client advisory and client reporting groups
Assist in the integration of AI and other data capture tools into Mercer’s process
Requirements
Bachelor’s degree preferred in Business, Economics, Finance, Accounting, similar discipline, or equivalent work experience
Detail-process orientation
Strong communication skills, both written and verbal
Able to work both independently, and as a member of a team
Understanding of financial statements
Intermediate proficiency with MS Office Suite
At least 1-3 years of relevant work experience
Prior experience in private equity space
Candidates with an MBA, Master’s in Finance, or professional certifications (CFA, CPA, CAIA) are a plus.
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