Support investment services for institutional clients, build portfolios, evaluate asset managers, and analyze portfolio performance.
Locations (4)
Boston, Massachusetts, United States
Norwalk, Connecticut, United States
Philadelphia, Pennsylvania, United States
King of Prussia, Pennsylvania, United States
Compensation
The applicable base salary range for this role is $88,000 to $176,000. In addition to the base salary, this position may be eligible for performance-based incentives.
Responsibilities
Work with client staff, investment committees, and boards to understand needs, objectives and investment constraints.
The Assistant Manager, Fund Accounting will manage a team in a high growth area, building and maintaining client and internal relationships while ensuring the delivery of accurate NAVs for alternative funds.
Responsibilities
Serve as a senior point of contact for clients on accounting matters
Responsible for ensuring delivery of timely and accurate NAVs
Ensure client service excellence and query resolution on a timely basis
Contribute to root cause analysis for issues and ensure remediation is fit-for-purpose
Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients
Thrive and be motivated by an environment that embraces AI and technology-enabled tools
Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.
Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.
Requirements
Bachelor's degree in business or investment-related courses
Nice to have: leading relationships with complex clients
Nice to have: demonstrable communication of traditional and alternative investments
Nice to have: familiarity with defined contribution, defined benefit, endowment, foundation, insurance, and wealth management community
Examine and monitor developments within the economy, global capital markets, and the asset management community to communicate relevant updates to clients.
Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
Work collaboratively with client team members to manage projects by defining objectives, making recommendations, and ensuring client deliverables are timely and represent best practices.
Liaise with investment managers, custodians, and Mercer experts to gather and clarify client-specific data supporting service delivery.
Requirements
Bachelor's degree
Nice to have: leading relationships with complex clients
Nice to have: demonstrable communication of traditional and alternative investments
Nice to have: familiarity with a variety of institutional clients and plan types
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