Alternatives Investment Director, Real Estate Director

Marsh McLennanAtlanta, GA
1d$144,000 - $288,000Hybrid

About The Position

We are seeking a talented individual to join the CIO team at Mercer. This role will be based in Atlanta, NYC, Boston, Chicago, Minneapolis or St. Louis. This is a hybrid role that has a requirement of working at least three days a week in the office. In this position you will have the opportunity to work as part of our Alternatives team within the Office of the CIO, serving Mercer’s large discretionary and advisory institutional client base. The senior investment professional will bring best in class Alternatives services to clients across the real estate landscape. Covering client strategy, asset allocation, advisory or outsourced fiduciary implementation requirements across real estate. The role will involve working with clients (in conjunction with the real estate asset class specialist team) on mandate design, manager selection and portfolio construction within Mercer’s investment governance framework. We will count on you to: Construct real estate portfolios across key client segments, including insurance, healthcare, endowments, foundations, and defined benefit. Be pivotal to updating clients on market trends/best ideas and any developments within the real estate space Be a though leader within real estate and a dependable resource to educate key internal and external stakeholders through both written papers and in-person presentations Help identify growth opportunities within the real estate industry and work with the broader business to explore and potentially implement these opportunities Collaborate with leaders across various segments (insurance, healthcare, endowment and foundations, defined benefit, etc.) to provide latest market developments/services to clients across the real estate continuum; in regards to providing advice, research, tools (inclusive of forward calendars & pipeline) and delegated solutions inclusive of bespoke client solutions Help create and drive real estate thought leadership via Strategic Research Teams Participate in all alternatives team meetings, group projects, town halls and team activities Actively engage in internal committees, work streams, talent development Become a Brand ambassador - increase Mercer’s visibility externally through thought leadership, conference presentations, new business pursuits Be viewed as a trusted resource across broader platform with ability to handle and run client meetings and manage a team without assistance

Requirements

  • BA/BS degree in finance, economics, or other business-related areas
  • 7+ years of experience within Alternative Investments
  • Possess strong, foundational knowledge of real estate asset class and can speak to real estate capabilities across the continuum (research, advice and solutions) to existing clients and prospects, articulating portfolio construction framework, different real estate credit sub-strategies and implementation capabilities.
  • Investment background and highly numerate with an analytical mind-set
  • Adaptable self-starter that can independently work with sophisticated clients who require bespoke portfolio implementation and advice in real estate
  • Fluency in the four sub-strategies of real estate and where they sit on the risk/return spectrum
  • Possess knowledge of fund structures and terms across real estate landscape
  • Able to support and advise client-facing consulting colleagues on alternatives topics, support the development of intellectual capital to promote awareness internally and externally promoting the firm's capabilities in real estate
  • Ability to work with a range of institutional client types (e.g. insurance companies, endowments and foundations, healthcare institutions, public and corporate pensions, insurance companies, wealth management, etc.)

Nice To Haves

  • CFA, CAIA, or FINRA 7, 63

Responsibilities

  • Construct real estate portfolios across key client segments, including insurance, healthcare, endowments, foundations, and defined benefit.
  • Be pivotal to updating clients on market trends/best ideas and any developments within the real estate space
  • Be a though leader within real estate and a dependable resource to educate key internal and external stakeholders through both written papers and in-person presentations
  • Help identify growth opportunities within the real estate industry and work with the broader business to explore and potentially implement these opportunities
  • Collaborate with leaders across various segments (insurance, healthcare, endowment and foundations, defined benefit, etc.) to provide latest market developments/services to clients across the real estate continuum; in regards to providing advice, research, tools (inclusive of forward calendars & pipeline) and delegated solutions inclusive of bespoke client solutions
  • Help create and drive real estate thought leadership via Strategic Research Teams
  • Participate in all alternatives team meetings, group projects, town halls and team activities
  • Actively engage in internal committees, work streams, talent development
  • Become a Brand ambassador - increase Mercer’s visibility externally through thought leadership, conference presentations, new business pursuits
  • Be viewed as a trusted resource across broader platform with ability to handle and run client meetings and manage a team without assistance

Benefits

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
  • We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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What This Job Offers

Job Type

Full-time

Career Level

Director

Number of Employees

5,001-10,000 employees

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