Description:
Principal Research & Investment Specialist, Real Estate
Mercer is seeking a talented individual to join our Real Estate Research & Investment team. In this position you will have the opportunity to work as part of a global team, serving Mercer’s discretionary and advisory institutional client base. The role involves leading investment due diligence and research, while actively contributing to client service and business development efforts through the creation and delivery of high-quality analysis and intellectual capital. This role will be based in London and is a hybrid role that has a requirement of working at least three days a week in the office.
We will count on you to:
1. Be recognised as an expert in real estate industry dynamics, including a solid understanding of the various competitive strategies amongst managers and the different access routes to the asset class
2. Reporting to the Head of Real Estate for Europe, a key aspect of the role is leading the end-to-end due diligence process for underwriting primary and co-investment strategies
3. Proactively source and evaluate new investment opportunities, across the UK and European real estate universe, by cultivating trusted industry relationships, engaging with prospective managers, attending relevant events, and conducting both qualitative and quantitative analysis
4. Actively contribute to client service and business development efforts through face-to-face meetings and supporting the creation and delivery of high-quality promotional materials and intellectual capital
5. Portfolio management and investment decision responsibilities as part of relevant Portfolio Construction Groups, Rating Review Committees, and membership of the Investment Committee if appropriate
6. Candidates should have excellent verbal and written communication skills, strong attention to detail, and the ability to function well in a team-based environment
What you need to have:
7. Solid experience within the real estate industry or in manager research
8. Evidence of intelligent investment decisions and their results
9. Strong, proven written and oral communication skills
10. Solid interpersonal and organisation skills
11. A collegial, team-oriented, constructive, “can do” attitude
12. Unquestioned honesty, integrity, and transparency
13. Well versed in standard MS Office applications
14. An undergraduate degree from a leading institution
What Makes You Stand Out:
15. Experience in underwriting direct or indirect real estate transactions
16. CFA, or CAIA designation
Why Join Our Team:
Our scale will enable you to build a strong business network and enjoy unparalleled access to industry leaders and investments
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
We offer a flexible working environment together with strong employment benefits and rewards to enhance your well-being
Mercer is a business of Marsh (NYSE: MRSH), 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 about Mercer, visit mercer.com, or follow us on LinkedIn and X.Marsh 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, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at 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.