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    Investment Operations Specialist - Minneapolis, United States - Marsh McLennan Companies

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    Full time
    Description

    Description:

    At Mercer, we make a difference in the lives of more than million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees — whether we are designing affordable health plans, assuring income for retirement or aligning workers with workforce needs.

    Mercer Investments is seeking candidates for the following position based in the Saint Louis or Minneapolis location.

    Investment Operations Specialist

    What can you expect?

  • The Operations Analyst will work with a team of 6 other Not for Profit Operations team members
  • You will have responsibility for completing daily, monthly, and ad hoc processes in support of team charter responsibilities of trading execution and reconciliation, data integrity and system administration
  • You will have the opportunity to collaborate internally with Operations associates and management along with portfolio management, client service, and compliance teams
  • You will assist clients with preparing various alternative investment fund documents
  • Provide operational support and efficiencies to client implementation & onboarding teams to deliver customized investment solutions utilizing existing platforms, models, and procedures
  • Perform system administration duties, i.e. new fund, account setups and portfolio allocation targets
  • Draft trade instruction letters for third-party product managers and client custodians on behalf of portfolio managers
  • Perform daily client reporting and month-end plan reconciliation workflows
  • Work closely with custodians, clients, investment firms and internal stakeholders to fulfill cash monitoring responsibilities
  • Work with operations analysts and technology team to resolve issues
  • Ensure that all daily data is loaded and reconciled into trading and reporting systems
  • What is in it for you?

  • At Mercer, we are as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits program and resources that support your wellbeing and career development
  • A company with a strong brand and strong results to match and are committed to making a difference in the lives of people
  • A culture of belonging, innovation, collaboration, internal mobility and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields
  • Competitive pay, full benefits package – starting day one (medical, dental, vision, STD/LTD, life insurance, generous (k) match AND automatic contribution)
  • Generous paid time off for vacation, sick, company holidays and time to give back to your community; flexible work culture
  • Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations
  • You will be part of a company committed to enhancing the health, wealth, and careers of the clients we serve and their employees — and will work for a company equally invested in the development of our own people
  • You can rest assured a high value is placed on diversity and we work to foster understanding, inclusion, and innovation in the workplace
  • You will be doing meaningful, challenging work, and can look forward to a career with many opportunities to learn, grow, and advance
  • Opportunities to participate in our mentor programs and network with other colleagues in our Business Resource Groups (BRGs) – Mercer Cares (community involvement), PRIDE, , Racial & Ethnic Diversity and Rising Professionals Network
  • What you need to have:

  • Excellent verbal and written communication skills, coupled with interpersonal skills
  • Demonstrated ability to work in an environment where adherence to procedures and controls is critical
  • Proficiency in Microsoft Office, especially Microsoft Excel
  • What makes you stand out:

  • Bachelor's degree in accounting, finance or related field of study preferred
  • Previous experience communicating with senior level client contacts preferred
  • Previous experience with Charles River Investment Management System preferred
  • Proven ability to work well in a team-oriented environment, while maintaining ownership over individual responsibilities
  • Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task
  • Mercer


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