Portfolio Implementation Associate

Mercer

Boston, Massachusetts, USA
Base: $54,000 to $108,000; bonus/equity: not speci...
Hybrid
Strong analytical and organizational skills
Proficiency in microsoft office
Experience in client service and portfolio operations
You will take direct responsibility for discretionary client and investment product implementations

Job Summary

  • You will take direct responsibility for discretionary client and investment product implementations.
  • This role requires a minimum of three days per week in the office.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues.

Matching Summary

You will take direct responsibility for discretionary client and investment product implementations.

Salary

Base: $54,000 to $108,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong analytical and organizational skills
  • Proficiency in Microsoft Office
  • Experience in Client Service and Portfolio Operations

Nice-to-have

  • Positive attitude and team-oriented
  • Basic understanding of investment management concepts
  • Ability to work in a fast-paced environment

Key Requirements

  • Bachelor’s degree in accounting, finance, or business
  • 1-6 years of relevant experience
  • Clear and effective communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter