Partner Integration Portfolio Data Analyst

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

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). 

Essential Job Functions for the M&A Integration Portfolio Data Analyst will include:

• 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.

Required Knowledge, Skills and Abilities:

• 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.

Working Conditions:

Professional home office work environment, business hours.  Minimal early morning or late day travel. 

Ability to travel up to 5% - 10% of working hours.  Standing and sitting, no heavy lifting over 20 lbs.  Work from home based position.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

Applicants have rights under federal employment laws:

• Family and Medical Leave Act (FMLA)
• Employee Polygraph Protection Act (EPPA)
• Equal Employment Opportunity (EEO)

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

• E-Verify
• Right to Work

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