Senior Operations Analyst
Company Name:
Marsh & McLennan Companies, Inc. (MMC)
Title: Senior Operations Analyst
Location: MA-Boston
Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset - their people. Mercer''s 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage you to explore the hundreds of job opportunities available through Mercer. Our core strengths place Mercer in a unique position to help our clients achieve the extraordinary - and extraordinary results require extraordinary people. Mercer is a wholly owned subsidiary ofMarsh & McLennan Companies(NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy and human capital.
The Senior Investment Operations Analyst is to provide direct oversight and full operational responsibility for a specific set of client accounts that require extensive customized launches with numerous sub-advised accounts and products. To fulfill this role, the Senior Analyst will:
Be responsible for successfully managing product launches and product enhancement projects
Manage all aspects of product/client order management and monitoring for assigned Mercer mutual funds and collective portfolios
Coordinate the workflow of trades from initiation, allocation, approval, execution and settlement
Work with Investment colleagues to implement the desired allocation and weightings
Be responsible for independently conducting client and service provider meetings and presentations at all levels of an organization fully representing Mercer's positions
Bachelor degree preferably in business related field or equivalent experience
8 - 12 years of mutual fund/securities industry experience; 5 years directly related to Client Account Maintenance
Extensive Order and Trade Management experience
Specific and definable project management experience; product launch oversight preferable
Mutual Fund/Broker/Securities Vendor experience; transfer agent, custodian, fund accounting, client services
Client Account Maintenance and Oversight: Broker Assistant, Institutional Account Group, etc.
Experience with product launches and daily management with technical financial knowledge
Project Management and Project Team Management
Presentation Creation and Delivery
Securities Trade Knowledge and
Experience: Institutional Order Desk, Trade Analyst, etc
Trade/Order Management system experience; system administration experience preferred
Project management with independent problem solving skills
Institutional Investment Knowledge preferable
Regulatory Knowledge: ERISA, SEC, 40 Act, DOL
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension and 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us /. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us .
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet employers.Estimated Salary: $20 to $28 per hour based on qualifications.
Marsh & McLennan Companies, Inc. (MMC)
Title: Senior Operations Analyst
Location: MA-Boston
Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset - their people. Mercer''s 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage you to explore the hundreds of job opportunities available through Mercer. Our core strengths place Mercer in a unique position to help our clients achieve the extraordinary - and extraordinary results require extraordinary people. Mercer is a wholly owned subsidiary ofMarsh & McLennan Companies(NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy and human capital.
The Senior Investment Operations Analyst is to provide direct oversight and full operational responsibility for a specific set of client accounts that require extensive customized launches with numerous sub-advised accounts and products. To fulfill this role, the Senior Analyst will:
Be responsible for successfully managing product launches and product enhancement projects
Manage all aspects of product/client order management and monitoring for assigned Mercer mutual funds and collective portfolios
Coordinate the workflow of trades from initiation, allocation, approval, execution and settlement
Work with Investment colleagues to implement the desired allocation and weightings
Be responsible for independently conducting client and service provider meetings and presentations at all levels of an organization fully representing Mercer's positions
Bachelor degree preferably in business related field or equivalent experience
8 - 12 years of mutual fund/securities industry experience; 5 years directly related to Client Account Maintenance
Extensive Order and Trade Management experience
Specific and definable project management experience; product launch oversight preferable
Mutual Fund/Broker/Securities Vendor experience; transfer agent, custodian, fund accounting, client services
Client Account Maintenance and Oversight: Broker Assistant, Institutional Account Group, etc.
Experience with product launches and daily management with technical financial knowledge
Project Management and Project Team Management
Presentation Creation and Delivery
Securities Trade Knowledge and
Experience: Institutional Order Desk, Trade Analyst, etc
Trade/Order Management system experience; system administration experience preferred
Project management with independent problem solving skills
Institutional Investment Knowledge preferable
Regulatory Knowledge: ERISA, SEC, 40 Act, DOL
Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension and 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us /. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us .
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet employers.Estimated Salary: $20 to $28 per hour based on qualifications.
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