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Mercer · 2 weeks ago

Investment Implementation Services Specialist

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$54K/yr - $108K/yr

3+ years exp

Mercer is a global leader in helping clients realize their investment objectives, and they are seeking an Investment Implementation Services Specialist. This role involves collaborating with stakeholders to drive process improvements and ensuring compliance requirements are met for new client onboarding.

BankingConsultingEmployee BenefitsFinancial ServicesHuman ResourcesWealth Management

H1B Sponsor Likely

Responsibilities

Lead small scale projects along with developing and maintaining detailed project plans with goals and milestones

Collaborate with stakeholders to drive process improvements, designed to support the growth of our business and to adapt staffing models to business changes

Work with operational stakeholders to ensure that decisions are executed timely

Ensure that all new client onboarding compliance requirements are met

Assist with implementation of process improvements with the global team

Be risk-aware and contribute to culture of continuous improvement

Implementing and managing changes to ensure project goals are achieved

Work with stakeholders to understand and develop requirements along with coordinating with cross-discipline team members to ensure all parties are on track with project requirements, deadlines, and schedules

Qualification

Financial analysisAsset Management experienceProject managementMicrosoft ExcelAnalytical skillsChange managementMultitasking abilitiesCommunication skillsOrganizational skills

Required

Bachelor's degree in accounting, finance, business or related field of study

3-8 years of experience in Asset Management / Financial Services with progressive increase in responsibilities

Demonstrated ability to work in a fast-paced environment where adherence to procedures and controls is critical

Strong understanding of project management, project execution and change management

Understanding of investment management operations

Strong analytical and financial planning skills

Proficiency in Microsoft Office applications, particularly Microsoft Excel

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)