Investment Analyst

Mercer LLC Minneapolis , MN 55415

Posted 11 months ago



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.

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Investment Analyst

Mercer LLC