Senior Investment Implementation Lead (Hybrid)

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

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