Investment Implementation Services Senior Specialist

Marsh Agency; Boston (MA); Hybrid; USD 68,000 - 137,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k) plan

Job summary

Marsh is seeking an Investment Implementation Services Senior Specialist to join the client implementation team in Boston. This hybrid role requires in-office work at least three days a week and involves coordinating with sales, investment consulting, client solutions, operations and portfolio management to deliver seamless client onboarding and investment transitions.

You will lead planning, manage legal reviews, ensure KYC/AML compliance, and support junior team members while driving

Qualifications

• 2-6 years of experience in Project Management, Portfolio Operations, Fund Accounting or Custodial oversight with increasing responsibility.
• Bachelor degree in accounting, finance, business or related field preferred.
• Strong attention to detail, analytical and organizational skills; client-facing role.
• Proficiency with Microsoft Office, especially Excel; experience with Charles River is advantageous.

Responsibilities

• Develop and maintain detailed project plans for each asset Client Implementation transition.
• Facilitate internal and client conference calls; prepare decks, agendas, minutes.
• Manage legal review process with Mercer Legal to ensure timely agreements.
• Complete KYC/AML onboarding compliance and review disclosures.
• Coordinate with investment consulting, operations and portfolio management on implementations.
• Ensure client setups are executed timely; transition legacy investments accurately.

Skills

Project Management

Portfolio Operations

Fund Accounting

Custodial Oversight

Excel/Microsoft Office

Education

Bachelor's degree in accounting, finance, business or related field

Tools

Charles River

CRM systems

Job description

We are seeking a talented individual to join our client implementation team, part of our people and investments business at Marsh. 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.
As an Investment Implementation Services Senior Specialist, you will take direct responsibility for discretionary client and investment product implementations, collaborating closely with sales, investment consulting, client solutions, operations, and portfolio management teams. You’ll play a vital role in delivering exceptional client service and facilitating seamless communication across internal and external teams. This is an exciting opportunity to contribute to impactful investment processes in a dynamic environment!
We Will Count On You To

• Development and maintenance of detailed project plans for each asset Client Implementation transition
• Facilitate internal and client conference calls & meetings; prepare decks, agendas, meeting minutes, etc.
• Managing legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely
• Ensure that all new client onboarding compliance requirements are met by completing KYC/AML process as well as review and delivery of necessary disclosures
• Work directly with the investment consulting, operations & portfolio management teams on investment implementation activities.
• Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely
• Work with client team to ensure that clients’ legacy investments are transitioned efficiently and accurately from the existing structure to the new investment line-up
• Communicate and document agreed upon asset allocation and trade results as well as complete operational risk reviews
• Assist with implementation of trading requirements / improvements with Daily Operations team
• Be risk-aware and contribute to culture of continuous improvement
• Assist with training junior team members.
• Assist with Project Everest initiatives.
• Support client teams by completing Ad hoc requests of client origin, collecting and compiling portfolio data & information, etc.
  

What you need to have:

• 2-6 years of experience in Project Management, Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities. Prior investment experience with Defined Contribution Plans, Pensions & Not-For-Profit organizations is a plus
• Bachelor degree in accounting, finance, business or related field of study preferred
• Strong attention to detail, analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task. This is a client facing position.
• Proficiency in Microsoft Office, especially Microsoft Excel
• General experience with client relationship management systems, databases, and trading systems (Charles River) is advantageous
  

What makes you stand out?

• Demonstrated ability to work in an fast paced environment where adherence to procedures and controls is critical
• Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles
• Positive attitude & proven ability to work well in a team oriented environment, while maintaining ownership over individual responsibilities
  

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.
  

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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 require an accommodation during the application or interview process, please let us know by contacting [e-mail]
Marsh 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 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 $68,400 to $136,800.
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.