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Mercer Advisors logo
Mercer Advisors

A family office for your family.

Partner Integration Portfolio Data Analyst

Data AnalystData AnalystOtherRemoteSeniorTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

150 days ago

Salary

$56.1K - $66K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Partner Integration Portfolio Data Analyst

Mercer Advisors

• 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.

Job 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.
  • Specifical knowledge of portfolio management systems is preferred, including, but not limited to, Salesforce, RedTail, Junxure, Envestnet, Tamarac, Morningstar, Orion and Portfolio Center.
  • Client-centric approach required.
  • Experience working with high-level, busy professionals in a demanding environment.

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

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