Partner Integration Portfolio Data Analyst

Mercer Advisors

4h•Remote

About The Position

The M&A Integration Portfolio Data Analyst will be an important member of the M&A Integration Team, which is responsible for working with acquired firms and integrating their employees, systems and processes into the Mercer environment. While this role may assist with all phases of the integration process, this position will primarily focus on two critical areas of the integration process: 1) understanding, migrating and validating client relationship management (“CRM”) data from acquired firms’ platforms to Mercer’s Salesforce, and 2) migrating acquired firms’ investment account data from their pre-acquisition portfolio management systems to the Envestnet platform. The M&A Integration Portfolio Data Analyst must be highly organized and possess superior knowledge of the operations of registered investment advisors. Knowledge and comfort operating in multiple CRM and portfolio management systems with specific expertise in Microsoft Excel is required. Moreover, the position requires precision, superior attention to detail and solid communication skills (including understanding the “audience”, promptness, patience and clarity).

Requirements

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.

Nice To Haves

Specifical knowledge of portfolio management systems is preferred, including, but not limited to, Salesforce, RedTail, Junxure, Envestnet, Tamarac, Morningstar, Orion and Portfolio Center.

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.

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