Kelly Bell
St Louis,MO
Summary
Dynamic investment professional with nearly 20 years of alternative investment manager research experience. Proven track record in due diligence and manager assessment, delivering insightful analysis to make informed investment decisions. Possess strong communication and interpersonal skills to build relationships with private markets managers. Collegial, team-oriented mindset with experience in training and mentorship.
Overview
19
19
years of professional experience
Work History
Investment Alternatives Senior Specialist
Mercer
03.2020 - Current
- Responsible for oversight of a thorough due diligence process to assess and underwrite investment strategies
- Key responsibilities include manager meeting participation, organizing due diligence activities, on-site meeting travel, reference calls, assessment of the fund team, strategy, alignment and performance, summarizing pros and cons and assigning an appropriate rating for the fund
- Primary focus on funds of funds, secondary funds and co-investment funds manager research with experience in direct private equity, venture capital and private debt
- Assist with onboarding, training and mentorship of new and junior colleagues
- Assist Investment Directors with quarterly portfolio reviews and ad hoc requests
Manger Research Consultant Associate
Mercer
04.2015 - 03.2020
- Responsible for assisting in a thorough due diligence process to assess and underwrite investment strategies
- Key responsibilities include manager meeting participation, organizing due diligence activities, on-site meeting travel, reference calls, assessment of the fund team, strategy, alignment and performance, summarizing pros and cons and assigning an appropriate rating for the fund
- Primary focus on funds of funds, secondary funds and co-investment funds manager research with experience in direct private equity, venture capital and private debt
- Assist Investment Consultants in the creation of quarterly presentations and other ad hoc requests
Senior Manager Research Analyst
Mercer
01.2011 - 03.2015
- Responsible for monthly, quarterly and annual performance reportings for clients' alternative investments portfolios
- Responsible for completing ad hoc quantitative analysis for senior team members, consultants and clients
- Assist senior team members in the due diligence process for evaluating and underwriting prospective funds
Research Analyst
Hammond Associates
08.2006 - 01.2011
- Responsible for monthly, quarterly and annual performance reporting for clients' alternative investments portfolios
- Assist senior team members, consultants and clients with ad hoc requests
Education
Bachelor of Science - Finance & Banking
University of Missouri
Skills
Nearly 20 years of alternative investment research experience
Strong written and oral communication skills
Existing relationships with a wide range of private markets managers
Strong interpersonal and organization skills
Experienced in financial applications and Microsoft Office applications
Collegial and team-oriented mindset
Timeline
Investment Alternatives Senior Specialist
Mercer
03.2020 - Current
Manger Research Consultant Associate
Mercer
04.2015 - 03.2020
Senior Manager Research Analyst
Mercer
01.2011 - 03.2015
Research Analyst
Hammond Associates
08.2006 - 01.2011
Bachelor of Science - Finance & Banking
University of Missouri