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Marsh McLennan · 2 months ago

Business and Finance Management Associate

Boston - High St

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $180K/yr

5+ years exp

Mercer is a global leader in helping clients realize their investment objectives and enhance health and retirement outcomes. The Business and Finance Management Associate will support the Global COO by developing tools and metrics to track productivity and financial goals while overseeing an entry-level analyst and managing administrative processes.

Financial ServicesProfessional ServicesService Industry

H1B Sponsor Likely

Responsibilities

Collaborate closely with the Global COO to develop and implement strategic initiatives aligned with business objectives

Develop and maintain tools and dashboards to track financial goals, including onboarding new clients, measuring speed to revenue, and monitoring project costs

Oversee and mentor an entry-level analyst, providing guidance and ensuring quality of work

Manage administrative processes related to hiring contract project resources, including processing Purchase Orders and tracking associated costs

Prepare and coordinate high-level materials for executive meetings, including board presentations, strategic plans, and performance reports

Conduct financial analysis and operational research to inform decision-making and identify opportunities for efficiency improvements

Drive cross-functional collaboration with department heads to ensure effective execution of operational plans

Monitor progress of strategic initiatives and provide regular business results and progress reports to the COO and executive team

Identify operational inefficiencies and develop solutions to optimize business processes and enhance productivity

Demonstrate strong organizational and project management skills, managing multiple complex projects simultaneously

Oversee the development and implementation of certain operational policies, procedures, and best practices, ensuring compliance and efficiency across the organization

Have strong strategic thinking and problem-solving abilities, with a track record of driving analysis of tactical initiatives

Strong analytical and research capabilities, with the ability to gather and synthesize data to inform decision-making

Exceptional organizational and project management skills, with the ability to prioritize and manage multiple complex projects simultaneously

Ability to build relationships and influence stakeholders at all levels

Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles

Demonstrated ability to lead and inspire cross-functional teams, fostering collaboration and achieving results

Qualification

Financial analysisInvestment managementProject managementMicrosoft ExcelData synthesisCuriosityCommunication skillsOrganizational skillsTeam collaborationProblem-solving

Required

5+ years of experience in Investment Management, with progressive increase in responsibilities

Prior financial analysis experience

Bachelor degree in Finance, Accounting, Business or related field of study preferred

Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task

Proficiency in Microsoft Office, especially Microsoft Excel

General experience with client relationship management systems, databases and MS Smart Sheets is advantageous

Demonstrated ability to lead and inspire cross-functional teams, fostering collaboration and achieving results

Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles

Exceptional organizational and project management skills, with the ability to prioritize and manage multiple complex projects simultaneously

Ability to build relationships and influence stakeholders at all levels

Strong strategic thinking and problem-solving abilities, with a track record of driving analysis of tactical initiatives