Investment Implementation Services Specialist

Company:

Mercer

Description:

We are seeking a talented individual to join our Client Onboarding team at Mercer Global Investments. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.

Delegated Solutions specializes in developing and managing multimanager product solutions for clients across a range of asset classes and risk profiles. The Client Onboarding Specialist will work closely with the Manager, Client Implementation and Onboarding, on transition and onboarding activities related to client assets of defined benefit plans, defined contribution plans, endowments, foundations, and nonprofit organizations.

We will count on you to:

• Manage and document the onboarding process to ensure efficiency, risk review, and continuous improvement, including proficiency in transition management, securities settlement, fund settlement, and alternative investment transactions.
• Lead transition and implementation activities for new client onboarding.
• Oversee the implementation of new products, including planning, approval, documentation, setup of transfer agents, custody, trustees, and execution of fund launches.
• Coordinate the onboarding of third-party managers, including documentation, setup with custodians and managers, and initial trading.
• Manage Subadvisor changes, including documentation, coordination, and transition activities.
• Maintain client information and deliver ongoing services such as plan mergers, dismantling of master trusts, plan name changes, client billing, and documentation.

What you need to have:

• Undergraduate degree in relevant finance, economics, or related discipline.
• 3-5 years of portfolio management experience focusing on institutional client account maintenance, defined contribution platforms, and trade order management (securities and funds).
• Experience working with custodians, investment managers, transition managers, insurance companies, and transfer agents.
• Strong technical, analytical, and problem-solving skills, with proficiency in Microsoft Office, especially Excel including Macro capabilities.
• Excellent organizational skills and the ability to manage multiple priorities independently.
• Strong interpersonal, project management, and communication skills with a keen attention to detail.

What makes you stand out:

• Previous cash management experience.
• Trade processing experience.
• Charles River Investment Solutions experience.
• Quality assurance and user acceptance testing experience.
• Intermediate to advanced Microsoft Excel skills.

Why join our team:

• 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 wellbeing.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [email protected] McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Originally posted on Himalayas

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