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Job Summary:
- Responsible for leading the migration of acquired firms’ portfolio management system data to Orion.
- Assist with gathering, organizing and validating of client, account, transaction, performance and fee data.
- Possess superior communication and project management skills to coordinate multiple stakeholders.
Required Skills:
- Minimum five (5 -10) years of financial services industry experience with a high level of knowledge in investments and investment operations.
- Expert level Microsoft Excel skills.
- Leadership and management mindset to coordinate multiple stakeholders to achieve objectives.
Working Conditions:
- Professional home office work environment, business hours.
- Minimal early morning or late day travel.
- Work from home based position.
Mercer Advisors
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. As the #1 RIA Firm in the nation, they serve over 31,300 families in more than 90 cities across the U.S., with a commitment to diversity and flexible working arrangements.