Investment Analyst

Mercer LLC Minneapolis , MN 55415

Posted 11 months ago

Company:Mercer

Description:

In this Entry Level Position you'll assists the consulting team with administrative tasks, including ...

  • processing expense reports

  • managing monthly client invoicing

  • code population and client marketing information

  • managing travel arrangements

  • and managing client subject files and plan documents

  • Coordinate the production of documents using available resources.

  • Provide peer review of documents before final production / distribution to ensure quality control of final product.

  • Produce accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.

  • Collect data needed for quarterly performance reports and analyzes client portfolio performance, including performance of each of the funds within the client's investment options.

  • Respond to routine queries from clients, investment managers, and other third parties.

  • Communicate with investment and money managers and custodians to gather and/or clarify client-specific data for reporting.

  • Contribute to accurate client/project budget management through accurate and prompt time entry.

Candidate Background the following items are not a requirement, but are beneficial :

  • Finance, Accounting, or Econ degree
  • progress in the CFA curriculum
  • investment-related job experience

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Experienced Investment Banking Analyst Healthcare Medical Technology/Devices

Piper Jaffray

Posted 1 week ago

VIEW JOBS 2/16/2020 12:00:00 AM 2020-05-16T00:00 About Piper Sandler Investment Banking Piper Sandler (NYSE: PIPR) is an investment bank headquartered in Minneapolis, MN with offices in New York, San Francisco, Chicago, Boston, Charlotte, and Houston. Piper Sandler's Global Healthcare investment banking team is one of the largest in the industry, with over 70 professionals. We are currently looking to add an Experienced Analyst to our Healthcare, Medical Technology team in Minneapolis, MN. Our Analysts work closely with senior bankers to make a real impact on our clients' businesses through involvement in all facets of investment banking activities including equity and debt offerings, valuations, private placements, mergers and acquisitions, leveraged buyouts and strategic advisory work. On a day-to-day basis our analysts: * Create financial models * Conduct financial valuations * Create and maintain industry-specific business development books * Conduct industry- and company-specific research * Interact with clients and senior bankers Our environment is collaborative, demanding, fast-paced and entrepreneurial. Our clients are extraordinarily dynamic and our people have what it takes to excel. Qualifications We are looking for an Analyst with minimum 1 year of Investment Banking or related finance experience. Formal training is preferred. Piper Jaffray seeks dedicated and motivated individuals possessing demonstrated academic achievement as well as leadership, organizational and teamwork skills. The ability to create innovative solutions, articulate complex ideas and adapt to a rapidly changing environment is essential. Analysts must be able to work well under pressure and manage multiple projects. Analyst Career Path Top performers may have the option of a third year. Direct promotions to associate level positions are also available. U.S. work eligibility is required. Piper Jaffray is an equal opportunity employer . * LI-MH2 Piper Jaffray Minneapolis MN

Investment Analyst

Mercer LLC