MM
Marsh McLennanInvestment Operations Analyst
Investment Operations Analyst supporting investment monitoring and reporting for alternative asset funds. Analyze financial statements and assist in AI integration within Mercer’s process.
About the role
- Support buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to corporations and private equity investors
- Analyze target company data to identify historical and projected operating trends, quality of earnings/assets, pro forma financials, working capital calculations, debt and debt-like items and other potential liabilities/risks which impact valuation and negotiation
- Work with senior team members on multiple complex engagements simultaneously
- Manage and coordinate approach of client, CFGI engagement teams, and third-party diligence providers throughout the transaction process
Requirements
- Strong current knowledge of GAAP
- Ability to multi- task between responsibilities, prioritize and handle multiple requests
- Strong analytical ability
- Excellent verbal/written communication and presentation skills
- Expertise in Microsoft Excel (pivot tables, v lookups, arrays, PowerPivot, PowerQuery, etc.)
- Must have excellent work habits, willingness to work extended hours when necessary
- At least five years of experience working in an assurance or transaction advisory role within a Big Four firm
- Professional services background
- CPA preferred
- Bachelor’s degree in the Financial/Accounting field from an accredited university
- Ability to travel up to 20%, depending on client needs
Benefits
- Flexible career progression model
- Culture of continued learning and professional development
- Teamwork encouraged
- Excellence in professional service is rewarded
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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