Alternatives Investment Director, Real Estate Director jobs in United States
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Mercer · 1 week ago

Alternatives Investment Director, Real Estate Director

Mercer is a global leader in helping clients realize their investment objectives and enhance health and retirement outcomes. The Alternatives Investment Director will be responsible for providing best in class Alternatives services to clients across the real estate landscape, including portfolio construction and client strategy.

BankingConsultingEmployee BenefitsFinancial ServicesHuman ResourcesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Construct real estate portfolios across key client segments, including insurance, healthcare, endowments, foundations, and defined benefit
Be pivotal to updating clients on market trends/best ideas and any developments within the real estate space
Be a thought leader within real estate and a dependable resource to educate key internal and external stakeholders through both written papers and in-person presentations
Help identify growth opportunities within the real estate industry and work with the broader business to explore and potentially implement these opportunities
Collaborate with leaders across various segments (insurance, healthcare, endowment and foundations, defined benefit, etc.) to provide latest market developments/services to clients across the real estate continuum; in regards to providing advice, research, tools (inclusive of forward calendars & pipeline) and delegated solutions inclusive of bespoke client solutions
Help create and drive real estate thought leadership via Strategic Research Teams
Participate in all alternatives team meetings, group projects, town halls and team activities
Actively engage in internal committees, work streams, talent development
Become a Brand ambassador - increase Mercer’s visibility externally through thought leadership, conference presentations, new business pursuits
Be viewed as a trusted resource across broader platform with ability to handle and run client meetings and manage a team without assistance

Qualification

Alternative InvestmentsReal Estate KnowledgePortfolio ConstructionClient StrategyMarket Trends AnalysisFund Structures KnowledgeCFACAIAFINRA 7Communication SkillsTeam Collaboration

Required

BA/BS degree in finance, economics, or other business-related areas
7+ years of experience within Alternative Investments
Possess strong, foundational knowledge of real estate asset class and can speak to real estate capabilities across the continuum (research, advice and solutions) to existing clients and prospects, articulating portfolio construction framework, different real estate credit sub-strategies and implementation capabilities. Investment background and highly numerate with an analytical mind-set
Adaptable self-starter that can independently work with sophisticated clients who require bespoke portfolio implementation and advice in real estate
Fluency in the four sub-strategies of real estate and where they sit on the risk/return spectrum
Possess knowledge of fund structures and terms across real estate landscape
Able to support and advise client-facing consulting colleagues on alternatives topics, support the development of intellectual capital to promote awareness internally and externally promoting the firm's capabilities in real estate
Ability to work with a range of institutional client types (e.g. insurance companies, endowments and foundations, healthcare institutions, public and corporate pensions, insurance companies, wealth management, etc.)

Preferred

CFA, CAIA, or FINRA 7, 63

Benefits

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

Company

Mercer is a human resource consulting service that includes compensation, employee benefits, communications, and investment consulting. It is a sub-organization of Marsh & McLennan.

H1B Sponsorship

Mercer has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (22)
2023 (19)
2022 (33)
2021 (29)
2020 (20)

Funding

Current Stage
Late Stage

Leadership Team

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Dorothee Gnaedinger
Partner and CEO Mercer Denmark
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John Mallozzi
Partner, Global Segment Leader
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Company data provided by crunchbase