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Mercer Advisors · 12 hours ago

Partner Integration Portfolio Data Analyst

United States

Full-time

Remote

Mid Level

$56K/yr - $66K/yr

3+ years exp

Mercer Advisors is a leading firm in the financial industry dedicated to helping families simplify their financial lives. The M&A Integration Portfolio Data Analyst will play a crucial role in integrating acquired firms by managing data migrations to Salesforce and Envestnet, ensuring accuracy and effective communication throughout the process.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Overall responsibility of leading the migration of acquired firms’ client relationship management data from legacy systems to Salesforce, including serving as the project lead and liaise between acquired firm personnel, a third-party Salesforce consulting firm, M&A Integration Project Managers and other Mercer personnel

Assist with the gathering, organizing and validating of client, account, transaction, performance and fee data from pre-acquisition portfolio management systems and prepare the data to be migrated to the Envestnet platform

Interface with acquired firm employees and internal stakeholders to resolve post-migration clean up issues related to data feeds and missing data

Generate Salesforce reports to match client households and individuals to account owners from pre-acquisition systems (utilizing Excel formulae to programmatically match households and person accounts)

Ensure that all accounts at all custodians are on a direct or third-party data feed from the custodian to Envestnet

Possess the ability and to navigate and learn third party CRM and portfolio management systems

Qualification

SalesforceMicrosoft ExcelPortfolio management systemsFinancial services experienceAnalytical skillsClient-centric approachOrganizational skillsAttention to detailCommunication skills

Required

Bachelor's degree or equivalent experience

Minimum five (3 - 5) years financial services industry experience with a high level of knowledge in investments and investment operations

Expert level Microsoft Excel skills

Excellent analytical and organizational skills

Deadline oriented – must be willing to work under the pressure of deadlines

Possess the ability and comfort to manage multiple projects simultaneously

Very high attention to detail and fanatical commitment to accuracy of data

A self-starter in independently learning how to navigate both CRM and portfolio management systems

Client-centric approach required

Experience working with high-level, busy professionals in a demanding environment

Preferred

Specific knowledge of portfolio management systems is preferred, including, but not limited to, Salesforce, RedTail, Junxure, Envestnet, Tamarac, Morningstar, Orion and Portfolio Center

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care.

14 Company Paid Holidays with a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

Pet Insurance