Investment Implementation Services Specialist

AI in this role

Company:

Mercer

Description:

Investment Implementation Service Specialist – (m/f/d)

The Specialist in Private Markets Investment Implementation will be responsible for onboarding new General Partners (GPs) and coordinating the entire investment execution process. This role will ensure that the investment execution occurs promptly following the investment decision-making process, facilitating effective communication with stakeholders and minimizing delays during the due diligence (LDD) process.

Our employees enjoy excellent benefits such as:

Competitive benefits package with annual review
Additional healthcare cover
Study Support
Teleworking
40 hour working week

We will count on you to:

Onboard new General Partners (GPs) and manage the relationship throughout the investment process.
Coordinate the investment execution process from the point of investment decision-making, ensuring timely execution.
Liaise with internal stakeholders, including investment teams, compliance, and legal, to facilitate the investment process.
Monitor the progress of the LDD process, identifying and addressing any potential delays or issues.
Prepare and maintain documentation related to investment decisions, agreements, and compliance requirements.
Assist in the development of workflows and processes to streamline investment implementation.
Provide regular updates to stakeholders on the status of investments and any potential challenges.

What you need to have:

Bachelors degree in Finance, Business, Economics, or a related field; Masters degree or professional certification (CFA, CAIA) preferred.
2-4 years of experience in private markets, investment management, or related fields.
Strong understanding of private equity, venture capital, and other private market investment structures.
Excellent organizational skills with the ability to manage multiple projects and deadlines.
Strong communication and interpersonal skills, with the ability to work effectively with diverse teams.
Detail-oriented with strong analytical and problem-solving abilities.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to creating 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, or any other characteristic protected by applicable law.

Marsh 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 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.

How we rate this

Investment Implementation Services Specialist at Marsh McLennan rates 33 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.