Private Market Secondaries Investment Specialist

Mercer • Richmond, VA

12d • Hybrid

About The Position

We are seeking a talented individual to join our Private Market Secondaries team at Mercer. This role will be based in Richmond and is a hybrid role that has a requirement of working at least three days a week in the office. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. In order to support the growth of our private markets business we are expanding our secondaries investment team and are looking for a Private Market Secondaries Investment Specialist

Requirements

• Bachelor’s degree with a strong academic record; a focus in finance, economics, or accounting is preferred
• 2+ years of professional work experience in investment banking, asset management, transactions services/valuation, or a related field (ideally in the private equity and/or secondary investment area)
• Strong analytical skills and ability to present complex financial concepts clearly
• Advanced proficiency in Microsoft Excel and PowerPoint
• Highly self-motivated and capable of managing tasks autonomously, yet committed to being a strong and supportive team player
• Excellent verbal and communication skills

Nice To Haves

• In pursuit of or interest in obtaining CFA or CAIA

Responsibilities

• Source private markets secondary opportunities by fostering relationships with intermediaries, fund managers, and other investors
• Conduct comprehensive quantitative and qualitative due diligence on potential secondary investment opportunities (e.g., continuation vehicles, LP interests, direct secondaries)
• Support senior team members in all aspects of transaction execution, including structuring, negotiation, and closing
• Prepare private markets secondary investment memos and present investment proposals to our respective Investment Committee
• Upon Investment Committee approval, coordinate the legal and tax due diligence process up to the onboarding of new secondary investments on behalf of our secondary accounts and accounts with secondary exposure
• Monitor existing secondary investments on a qualitative and quantitative basis
• Conduct private markets secondary related research and ad-hoc analyses that may go beyond the secondary market and are intended to serve our investment as well as business development teams
• Support private markets secondary related business development and client relationship projects and represent Mercer Alternatives’ secondary platform at conferences and events

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees