Portfolio Implementation Associate

ООО «ХАГЕМАЕР ГРУПП»; Boston (MA); Hybrid; USD 54,000 - 108,000; Full time

Job summary

Marsh in Boston is seeking a Portfolio Implementation Associate to drive discretionary client and investment product implementations. You will collaborate with sales, investment consulting, client office, operations, and portfolio management to deliver exceptional client service and smooth communication across teams.

The role emphasizes using AI and tech-enabled tools, ensuring compliance, and delivering timely client onboarding while maintaining risk controls.

Qualifications

• Bachelor's degree in accounting, finance, business or related field of study.
• 1–6 years of experience in Client Service, Portfolio Operations, Fund Accounting and/or Custodial oversight with progressive responsibilities.
• Strong analytical and organizational skills with the ability to multi-task.
• Clear and effective verbal and written communication with clients.
• Proficiency in Microsoft Office; familiarity with client relationship management systems is advantageous.

Responsibilities

• Develop strong relationships with internal and external parties across teams to drive initiatives.
• Provide high-quality client service with accuracy, efficiency and professionalism.
• Develop and maintain detailed project plans for each implementation.
• Support AI and technology-enabled tools in the workflow.
• Coordinate with Mercer Legal to ensure timely legal reviews and agreements.
• Ensure client setup requirements are considered and executed timely.
• Meet onboarding compliance requirements and maintain risk controls.
• Handle incoming work promptly to meet client needs.
• Investigate and resolve queries from internal and external customers.
• Maintain a strong risk-awareness mindset and drive continuous improvement.

Skills

Client service

Portfolio operations

Fund accounting

Custodial oversight

Microsoft Office

Communication

Education

Bachelor's degree

Job description

We are seeking a talented individual to join our Wealth 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 a Portfolio Implementation Associate, you will take direct responsibility for discretionary client and investment product implementations, collaborating closely with sales, investment consulting, client office, 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:

• Develop strong relationships with both internal and external parties, and work across team boundaries to deliver results on key department and business initiatives
• Service clients to the highest standard and ensure accuracy, efficiency, and professionalism at all times
• Assist with the development and maintenance of detailed project plans for each implementation
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools
• Assist with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely
• Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely
• Ensure that all new client onboarding compliance requirements are met
• Implements appropriate risk controls and procedures and ensures adherence to these procedures and controls
• Ensure that incoming work is handled effectively, promptly, and accurately so that the needs of internal and external customers are consistently met and exceeded
• Investigate and resolve queries received from internal and external customers
• Maintain a strong risk awareness mindset while contributing to a culture of continuous improvement

What you need to have:

• Bachelor's degree in accounting, finance, business or related field of study
• 1-6 years of experience in Client Service, Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities
• Strong analytical and organizational skills, and ability to multi-task
• Clear and effective communication (both verbal and written) while engaging directly with clients
• Proficiency in Microsoft Office
• General experience with client relationship management systems, and databases is advantageous

What makes you stand out?

• Prior investment experience with Defined Contribution Plans, Pensions & Not-For-Profit organizations
• Demonstrated ability to work in a 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

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 an impact on 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 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 [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 $54,000 to $108,000. 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.