Private Equity Specialist

Marsh Agency; New York (NY); Hybrid; USD 88,000 - 176,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k) savings

Employee assistance program

Job summary

Mercer, a Marsh business, seeks a Private Equity professional for its New York City team. The role combines rigorous due diligence, quantitative analysis, and client communications with a hybrid work arrangement requiring three days in the office.

You will prepare reports for the Investment Committee and mentor junior staff, leveraging AI-enabled tools and data to evaluate fund performance and market terms.

Qualifications

• Bachelor’s degree in a relevant field.
• 3–5 years of relevant private equity investment experience.
• Exceptional quantitative skills with ability to evaluate fund performance.
• Strong verbal and written communication skills.
• Excellent interpersonal, organization and time-management skills.
• Resourceful, proactive and self-motivated; able to work independently.
• Proficiency in Excel and MS Office.

Responsibilities

• Attend manager meetings, plan due diligence and travel to on-site meetings.
• Evaluate fund team, strategy and performance; summarize pros and cons; assign a rating.
• Develop understanding of market-based terms for strategies under evaluation.
• Prepare standard and ad hoc reports for Investment Committee, staff, clients and others.
• Support research and due diligence efforts of the Private Equity team globally.
• Provide information on non-marketable opportunities to client-facing professionals.
• Mentor junior staff.

Skills

Quantitative analysis

Verbal & written communication

Interpersonal skills

Independent work

Education

Bachelor's degree

MBA

CFA

CAIA

Tools

Excel

MS Office

Job description

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.

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.

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 providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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 require an accommodation during the application or interview process, please let us know by contacting [e-mail] 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. The applicable base salary range for this role is $88,000 to $176,000. 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.