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Mercer · 1 day ago

Business and Finance Management Associate

Boston, MA

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, shape the future of work and enhance health and retirement outcomes for their people. The Business and Finance Management Associate will support the Global COO in operational excellence by developing tools and metrics to track productivity and financial goals, while also mentoring junior staff and managing administrative processes.

BankingConsultingEmployee BenefitsFinancial ServicesHuman ResourcesWealth Management

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

Investment ManagementFinancial AnalysisProject ManagementMicrosoft ExcelAnalytical SkillsCuriosityPMP CertificationCommunication SkillsTeam CollaborationProblem-SolvingRelationship BuildingOrganizational Skills

Required

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

Prior financial analysis experience

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

Proficiency in Microsoft Office, especially Microsoft Excel

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

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

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

Ability to build relationships and influence stakeholders at all levels

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

Preferred

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

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

PMP

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Mercer

Glassdoor3.9

Mercer is a human resource consulting service that includes compensation, employee benefits, communications, and investment consulting. It is a sub-organization of Marsh & McLennan.

Founded in 1945

New York, New York, USA

10001+ employees

http://www.mercer.com

H1B Sponsorship

Mercer has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (16)

2024 (22)

2023 (19)

2022 (33)

2021 (29)

2020 (20)