Business and Finance Management Associate

This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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

What You Need To Have

• 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

What makes you stand out?

• PMP
• Demonstrated ability to work in an 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

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 well-being.

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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh 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.

The applicable base salary range for this role is $90,000 to $180,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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.

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