Mercer Advisors · 4 days ago
Partner Integration Portfolio Data Analyst
United States
Full-time
Hybrid
Mid Level
$56K/yr - $66K/yr
3+ years expMercer Advisors is a leading independent fiduciary firm focused on enhancing the financial lives of families. The M&A Integration Portfolio Data Analyst will play a crucial role in integrating acquired firms by managing CRM data migration to Salesforce and ensuring accurate transfer of investment account data to the Envestnet platform.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
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
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
H1B Sponsorship
Mercer Advisors 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 (2)
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
Company data provided by crunchbase