Business and Finance Management Associate

Marsh McLennan • Boston, MA

7d • $90,000 - $180,000 • Hybrid

About The Position

We are seeking a talented individual to join our Investment Solutions team at Mercer. This role will be based in Boston. This is a hybrid role that has a requirement of working at least three days a week in the office. This role will serve as a strategic partner to the Global COO, supporting operational excellence through the development of tools and metrics to track productivity, costs, efficiency initiatives, and financial goals. The ideal candidate will be innovative, curious, articulate, and proficient in leveraging productivity tools, including moderate use of Artificial Intelligence (LLM), to drive business results. This person will report directly to the Global COO of Mercer Investments. You will serve as a trusted advisor and strategic partner to the Global COO, providing expert guidance and support in decision-making processes and operational strategies We will count on you to: Collaborate closely with the Global COO to develop and implement strategic initiatives aligned with business objectives. Develop and maintain tools and dashboards to track financial goals, including onboarding new clients, measuring speed to revenue, and monitoring project costs. Oversee and mentor an entry-level analyst, providing guidance and ensuring quality of work. Manage administrative processes related to hiring contract project resources, including processing Purchase Orders and tracking associated costs. Prepare and coordinate high-level materials for executive meetings, including board presentations, strategic plans, and performance reports. Conduct financial analysis and operational research to inform decision-making and identify opportunities for efficiency improvements. Drive cross-functional collaboration with department heads to ensure effective execution of operational plans. Monitor progress of strategic initiatives and provide regular business results and progress reports to the COO and executive team. Identify operational inefficiencies and develop solutions to optimize business processes and enhance productivity. Demonstrate strong organizational and project management skills, managing multiple complex projects simultaneously. Oversee the development and implementation of certain operational policies, procedures, and best practices, ensuring compliance and efficiency across the organization Have strong strategic thinking and problem-solving abilities, with a track record of driving analysis of tactical initiatives Strong analytical and research capabilities, with the ability to gather and synthesize data to inform decision-making Exceptional organizational and project management skills, with the ability to prioritize and manage multiple complex projects simultaneously Ability to build relationships and influence stakeholders at all levels Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles Demonstrated ability to lead and inspire cross-functional teams, fostering collaboration and achieving results

Requirements

• 5+ years of experience in Investment Management, with progressive increase in responsibilities
• Prior financial analysis experience
• Bachelor degree in Finance, Accounting, Business or related field of study preferred
• Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task
• Proficiency in Microsoft Office, especially Microsoft Excel
• General experience with client relationship management systems, databases and MS Smart Sheets is advantageous

Nice To Haves

• PMP
• Demonstrated ability to work in a fast paced environment where adherence to procedures and controls is critical
• Positive attitude & proven ability to work well in a team-oriented environment, while maintaining ownership over individual responsibilities
• Innovative mindset with curiosity and a drive to continuously improve processes and outcomes

Responsibilities

• Collaborate closely with the Global COO to develop and implement strategic initiatives aligned with business objectives.
• Develop and maintain tools and dashboards to track financial goals, including onboarding new clients, measuring speed to revenue, and monitoring project costs.
• Oversee and mentor an entry-level analyst, providing guidance and ensuring quality of work.
• Manage administrative processes related to hiring contract project resources, including processing Purchase Orders and tracking associated costs.
• Prepare and coordinate high-level materials for executive meetings, including board presentations, strategic plans, and performance reports.
• Conduct financial analysis and operational research to inform decision-making and identify opportunities for efficiency improvements.
• Drive cross-functional collaboration with department heads to ensure effective execution of operational plans.
• Monitor progress of strategic initiatives and provide regular business results and progress reports to the COO and executive team.
• Identify operational inefficiencies and develop solutions to optimize business processes and enhance productivity.
• Demonstrate strong organizational and project management skills, managing multiple complex projects simultaneously.
• Oversee the development and implementation of certain operational policies, procedures, and best practices, ensuring compliance and efficiency across the organization
• Have strong strategic thinking and problem-solving abilities, with a track record of driving analysis of tactical initiatives
• Strong analytical and research capabilities, with the ability to gather and synthesize data to inform decision-making
• Exceptional organizational and project management skills, with the ability to prioritize and manage multiple complex projects simultaneously
• Ability to build relationships and influence stakeholders at all levels
• Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles
• Demonstrated ability to lead and inspire cross-functional teams, fostering collaboration and achieving results

Benefits

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
• We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees