Mercer · 14 hours ago
Portfolio Implementation Associate
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$54K/yr - $108K/yr
1+ years expMercer is a global leader in risk, reinsurance, and capital management, and they are seeking a Portfolio Implementation Associate to join their Wealth Business in Boston. This role involves managing client and investment product implementations, ensuring smooth execution of account setups, trade instructions, and operational risk reviews, while providing exceptional service and support to clients.
BankingConsultingEmployee BenefitsFinancial ServicesHuman ResourcesWealth Management
Responsibilities
Assist with the development and maintenance of detailed project plans for each asset transition
Assisting with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely
Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely
Work with the Mercer client team to ensure that clients’ legacy investments are transitioned efficiently and accurately from the existing structure to the new investment line-up
Ensure that all new client onboarding compliance requirements are met
Assist with implementation of trading requirements / improvements with Daily Operations team
Assist with all aspects of trading related to new client onboarding events
Communicate and document agreed upon asset allocation and trade results
Be risk-aware and contribute to culture of continuous improvement
Qualification
Required
Bachelor degree in accounting, finance, business or related field of study
1-6 years of experience in Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities
Strong analytical and organizational skills, and ability to multi-task
Clear and effective communication (both verbal and written) while engaging directly with clients
Proficiency in Microsoft Office, especially Microsoft Excel
General experience with client relationship management systems, databases, and trading systems (Charles River) is advantageous
Preferred
Prior investment experience with Defined Contribution Plans, Pensions & Not-For-Profit organizations
Demonstrated ability to work in a fast paced environment where adherence to procedures and controls is critical
Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles
Positive attitude & proven ability to work well in a team oriented environment, while maintaining ownership over individual responsibilities
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Company
Mercer
Mercer is a human resource consulting service that includes compensation, employee benefits, communications, and investment consulting. It is a sub-organization of Marsh & McLennan.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
Dorothee Gnaedinger
Partner and CEO Mercer Denmark
John Mallozzi
Partner, Global Segment Leader
Recent News
2025-11-05
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