Portfolio Implementation Associate

We are seeking a talented individual to join our Wealth team at Mercer
, a Marsh business. This role will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As a Portfolio Implementation Associate
, you will take direct responsibility for discretionary client and investment product implementations, collaborating closely with sales, investment consulting, client office, operations, and portfolio management teams. You’ll play a vital role in delivering exceptional client service and facilitating seamless communication across internal and external teams. This is an exciting opportunity to contribute to impactful investment processes in a dynamic environment!

• Develop strong relationships with both internal and external parties, and work across team boundaries to deliver results on key department and business initiatives
• Service clients to the highest standard and ensure accuracy, efficiency, and professionalism at all times
• Assist with the development and maintenance of detailed project plans for each implementation
• Assist with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely
• Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely
• Ensure that all new client onboarding compliance requirements are met
• Implements appropriate risk controls and procedures and ensures adherence to these procedures and controls
• Ensure that incoming work is handled effectively, promptly, and accurately so that the needs of internal and external customers are consistently met and exceeded
• Investigate and resolve queries received from internal and external customers
• Maintain a strong risk awareness mindset while contributing to a culture of continuous improvement

• Bachelor’s degree in accounting, finance, business or related field of study
• 1-6 years of experience in Client Service, Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities
• Strong analytical and organizational skills, and ability to multi-task
• Clear and effective communication (both verbal and written) while engaging directly with clients
• Proficiency in Microsoft Office
• General experience with client relationship management systems, and databases is advantageous

• Prior investment experience with Defined Contribution Plans, Pensions & Not-For-Profit organizations
• Demonstrated ability to work in a fast paced environment where adherence to procedures and controls is critical
• Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles
• Positive attitude & proven ability to work well in a team oriented environment, while maintaining ownership over individual responsibilities

• 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 an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.