Private Equity Specialist
At a glance
Mid-level Investment & Corporate Development role at Mmc. New York · full-time · $88,000–$176,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Assess prospective private equity funds by reviewing teams, strategies, results and references, then recommend a rating
- Plan manager diligence, attend meetings and travel to on-site discussions as part of fund reviews
- Prepare reports and presentations that explain investment findings to committees, staff, clients and other audiences
- Help client-facing colleagues compare private investment managers using current data and research views
- Support portfolio oversight and research work, while mentoring junior staff
What you bring
- A bachelor's degree and three to five years in private equity investing or a closely relevant role
- Strong quantitative ability to assess fund and portfolio results
- Proficiency in Excel and working knowledge of Outlook, Word and PowerPoint
Who this fits
This mid-level role suits someone interested in investing who can work independently and communicate research clearly. It is based in New York City, with at least three office days each week. The work includes travel to in-person manager meetings and mentoring junior colleagues.
From the employer
Company:
MercerDescription:
We are seeking a talented individual to join our Private Equity team at Mercer, a Marsh business. This role will be based in New York City and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As a Private Equity Specialist, you will join Mercer’s North America Private Equity Funds team within the Alternative Investments Group, working closely with senior research staff to support portfolio construction and management for advisory and delegated client accounts. You will develop the skills to lead end-to-end due diligence processes for evaluating and underwriting prospective private equity strategies, while building expertise in private equity portfolio construction and manager selection. In this role, you will also support Principals and Partners in managing portfolios and contribute to in-depth written due diligence on current investment opportunities alongside Private Markets leaders.
We will count on you to:
- Attend manager meetings, plan due diligence, travel to on-site meetings, perform reference calls, evaluate the fund team, strategy, and performance, analyze historical returns, summarize relevant pros and cons, and determine an appropriate rating for a given fund
- Develop an understanding of the acceptable, market-based economic terms for strategies under evaluation.
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools
- Prepare standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee, Staff, clients and other external entities as required
- Provide general support to the research and due diligence efforts of the Private Equity team globally
- Serve as a resource to client-facing professionals seeking current information on non-marketable investment opportunities, including data and analysis, comparison to other fund managers, and the opinion of the research team
- Mentor junior staff
What you need to have:
- Bachelor’s degree
- 3-5 years of relevant private equity investment experience, preferably at a pension fund, endowment, foundation, consulting firm, or fund of funds
- Exceptional quantitative skills with the ability to evaluate fund and portfolio performance
- Strong verbal and written communication skills.
- Excellent interpersonal, organization, and time management skills
- Resourceful, proactive, and self-motivated, with the ability to work independently
- Passion for or strong interest in investing
- Proficiency in Excel and working knowledge of the MS Office suite (Outlook, Word, and PowerPoint)
What makes you stand out?
- MBA, CFA, CAIA, or equivalent experience
- Fluency in AI tools and technology
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 an impact on 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.