Job Description

We are seeking a talented individual to join our Alternative Investments team at Mercer. This role will be based in Atlanta, GA; Richmond, VA; St Louis, MO; Rancho Cordova, CA; Boston, MA; and Los Angeles, CA. This is a hybrid role that has a requirement of working at least three days a week in the office.


Investment Operations Analyst at Mercer supports investment monitoring and reporting for alternative asset funds, analyzing financial statements, reconciling cash flows, and preparing performance reports to assist client advisory services. This role involves working closely with a team of experienced professionals focused on private equity, private debt, real estate, and infrastructure investments.

We will count on you to:

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

What you need to have:

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

What makes you stand out?

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

Why join our team:

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.


Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.



Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.



Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.



The applicable base salary range for this role is $46,800 to $93,600.


The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.



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.