Hybrid Investment Operations Analyst

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About the role

  • 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.

Benefits

  • health and welfare benefits
  • tuition assistance
  • 401K savings and other retirement programs
  • employee assistance programs

Job title

Investment Operations Analyst

Job type

Experience level

Junior

Salary

$46,800 - $93,600 per year

Degree requirement

Bachelor's Degree

Location requirements

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