Portfolio Implementation Associate

Marsh & McLennan Companies Inc

Boston, MA, US
Base: $54,000 to $108,000; bonus/equity: performan...
Hybrid
Bachelor's degree in finance or accounting
1-6 years experience in portfolio operations
Strong analytical and organizational skills
This role involves taking direct responsibility for discretionary client and investment product implementations while collaborating across multiple internal teams

Job Summary

  • This role involves taking direct responsibility for discretionary client and investment product implementations while collaborating across multiple internal teams.
  • The position requires ensuring all new client onboarding compliance requirements are met and maintaining a strong risk awareness mindset.
  • Mercer offers professional development opportunities, a vibrant inclusive culture, and a competitive total rewards package including health benefits and 401K savings.

Matching Summary

This role involves taking direct responsibility for discretionary client and investment product implementations while collaborating across multiple internal teams.

Salary

Base: $54,000 to $108,000; Bonus/Equity: Performance-based incentives eligible; Benefits: Health, welfare, tuition assistance, 401K, EAP

Skills & Requirements

Must-have

  • Bachelor's degree in finance or accounting
  • 1-6 years experience in portfolio operations
  • Strong analytical and organizational skills
  • Proficiency in Microsoft Office
  • Client relationship management systems experience

Nice-to-have

  • Prior investment experience with DC plans
  • Understanding of pension and NFP organizations
  • Ability to work in fast-paced environment
  • Positive attitude and team-oriented mindset
  • Experience with Defined Contribution Plans

Key Requirements

  • Bachelor's degree required
  • 1-6 years of relevant experience
  • US work authorization not specified

Work Rights

Not specified

Tailored Resume

Cover Letter