Portfolio Implementation Associate

MARSH MCLENNAN

Boston, Massachusetts, United States
Base: $54,000 to $108,000; bonus/equity: not speci...
Hybrid
Strong analytical and organizational skills
Proficiency in microsoft office
Experience in client service or 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 offers a hybrid work arrangement, requiring 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: Health and welfare benefits, tuition assistance

Skills & Requirements

Must-have

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

Nice-to-have

  • Prior investment experience with Defined Contribution Plans
  • Ability to work in a fast paced environment
  • Positive attitude and team-oriented mindset

Key Requirements

  • Bachelor’s degree in accounting, finance, or business
  • 1-6 years of relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter