The Client Implementation Analyst will have direct responsibility for supporting the Client & Product Implementation Team on activities related to the onboarding of new client onboarding and transition activity, in addition to changes to existing client mandates. The Client Implementation Analyst will also assist in supporting the operational lifecycle events impacting proprietary Mercer Funds. The Client Implementation Analyst will work directly with the operations team on onboarding activities such as: in-kind transactions with Transition Managers, pricing requests, data requests, operational risk reviews, system administration, and the facilitation of client conference calls & meetings.
Assist with the development and maintain detailed project plans for each new client transition
Assisting 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 set up requirements are considered and executed timely
Work with the Mercer Investment Team to ensure that clients legacy investments are transitioned efficiently from the current structure to the new investment line up.
Ensure that all new client on-boarding Compliance requirements are met
Assist with implementation of trading requirements / improvements with Daily Operations team
Assist with all aspects of trading related to onboarding events
Communicate and document allocation and trade results
Support Operations team by completing Ad hoc request from clients, internal personnel related to data & information requests, etc.
Responsible for providing operational support to new discretionary client accounts via operational team members
A minimum of 2-3 years of experience in Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities. Asset Management and/or Client facing experience a plus)
Demonstrated ability to work in an environment where adherence to procedures and controls is critical
Strong understanding of Investment Management concepts and operational mechanics of investment vehicles
Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task
Positive attitude & proven ability to work well in a team oriented environment, while maintaining ownership over individual responsibilities
Strong performance in leading a project, a team, or an initiative
Proficiency in Microsoft Office, especially Microsoft Excel
Bachelor degree in accounting, finance, business or related field of study preferred
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating more secure and rewarding futures for our clients and their employees whether we're designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people's current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we've turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit www.mercer.com for more information and follow us on LinkedIn and Twitter @Mercer
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity.
Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Marsh & Mclennan Companies, Inc.