Marsh McLennan

Marsh McLennan

Investment Onboarding Specialist

New York - 1166

Sponsorship not specified$68k-$137kDetected 15 days ago
Project ManagementCollaboration

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odds of building a lasting career here

45Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role70
Entry-level history0
PERM / green-card track0
Lottery odds (Level II)66
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~30% per draw at Level II). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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About the role

  • This is a hybrid role that has a requirement of working at least three days a week in the office.
  • This role will assist the US investment operations for Mercer's Direct Investment Unit (DIU).
  • The DIU is an investment management team that provides multi-asset solutions to clients.

Responsibilities

  • 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.

Requirements

  • At least 5 years' relevant investment operations or implementation experience
  • Proven experience with project management of complex client implementation and transition projects
  • Experience managing multiple concurrent projects in a fast-paced environment
  • Strong understanding of investment operations, asset servicing, and client onboarding processes
  • Experience managing relationships with external service providers, custodians, and fund administrators
  • Familiarity with US investment management regulatory landscape and operational requirements
  • Bachelor's degree in finance, economics or business-related field
  • Familiarity with Charles River order management system, Bloomberg and Smart Sheets project management software

Compensation

  • 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.

Benefits

  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Company info

  • Description:
  • We are seeking a talented individual to join our Investments and Retirement team at Marsh.
  • This role will be based in New York.
  • The DIU manages funds and separately managed accounts for a variety of client types.
  • This role will be working closely with our trading and operations teams in New York as well as collaborating with our international DIU colleagues.
  • We will count on you to:
  • Project manage and coordinate all aspects of client onboarding, strategy launches/closures, and restructures
  • Create and oversee full end-to-end transition plans and runbooks. This needs to cover both the client's transition requirements and any internal data and system requirements, changes to operational procedures, and technology requirements
  • Co-ordinate with operations and external outsourced operational providers, to ensure impact of any changes is fully understood and managed safely
  • Support Legal with both client documentation (IMAA co-ordination / letters of authority etc.) and also any trading / operational onboarding for new trading agreements and custody/clearing requirements
  • Contribute to post-implementation reviews and ensure lessons learned are implemented
  • Build and maintain internal and external relationships with key stakeholders, attend client mandate meetings as needed, providing status updates and flagging issues for escalation
  • Manage multiple concurrent events (onboarding, account opening, market opening simultaneously)
  • Coordinate with US regulatory and compliance teams on implementation requirements
  • What you need to have:
  • What makes you stand out?
  • A background in Investment Operations in an asset management firm
  • Advanced education (e.g. MBA) or industry relevant certifications
  • A broad awareness of the technological underpinnings of operational systems
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