Investment Implementation Services Senior Specialist
- Location
- Boston - High St · Hybrid
- Job type
- Full-time
- Level
- Lead / Staff
- Experience
- 2+ years
- Education
- Bachelor's degree
- Listed
- Yesterday
Skills & highlights for this role
- Project Management
- Portfolio Operations
- Fund Accounting
- Custodial Oversight
- KYC/AML
- Microsoft Excel
- Microsoft Office
- Written and Oral Communication
- Attention to Detail
- Analytical Skills
- Organizational Skills
Also useful
- Charles River
- Client Relationship Management Systems
- Investment Management Concepts
- Defined Contribution Plan Experience
- Pension Experience
- Not-For-Profit Investment Experience
About the role
We are seeking a talented individual to join o ur client implementation team, part of our people and investments b usiness 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 an Investment Implementation Services Senior Specialist, you will take direct responsibility for discretionary client and investment product implementations, collaborating closely with sales, investment consulting, client solutions, 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
- Development and maintenance of detailed project plans for each asset Client Implementation transition
- Facilitate internal and client conference calls & meetings; prepare decks, agendas, meeting minutes, etc.
- Managing legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely
- Ensure that all new client onboarding compliance requirements are met by completing KYC/AML process as well as review and delivery of necessary disclosures
- Work directly with the investment consulting, operations & portfolio management teams on investment implementation activities.
- Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely
- Work with client team to ensure that clients' legacy investments are transitioned efficiently and accurately from the existing structure to the new investment line-up
- Communicate and document agreed upon asset allocation and trade results as well as complete operational risk reviews
- Assist with implementation of trading requirements / improvements with Daily Operations team
- Be risk-aware and contribute to culture of continuous improvement
- Assist with training junior team members.
- Assist with Project Everest initiatives.
- Support client teams by completing Ad hoc requests of client origin, collecting and compiling portfolio data & information, etc.
What you need to have
- 2-6 years of experience in Project Management, Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities. Prior investment experience with Defined Contribution Plans, Pensions & Not-For-Profit organizations is a plus
- Bachelor degree in accounting, finance, business or related field of study preferred
- Strong attention to detail, analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task. This is a client facing position.
- Proficiency in Microsoft Office, especially Microsoft Excel
- General experience with client relationship management systems, databases, and trading systems (Charles River) is advantageous
What makes you stand out?
- Demonstrated ability to work in an 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
Company
Marsh
Why join our team
- 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 impact for 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 providing an inclusive work environment. If you require an accommodation during the application or interview process, please let us know by contacting
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 $68,400 to $136,800.
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.
Equal opportunity and legal notices
We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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.
From Mmc's careers page, first listed on Rolev.ai on November 13, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Investment Implementation Services Senior Specialist role at Mmc, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the Investment Implementation Services Senior Specialist job at Mmc located?
This Investment Implementation Services Senior Specialist position at Mmc is located in Boston - High St (Hybrid). Always check Mmc's application page for specific state eligibility or relocation policies.
What qualifications are required for Investment Implementation Services Senior Specialist at Mmc?
For the Investment Implementation Services Senior Specialist role, Mmc highlights 2+ years of relevant experience; a bachelor's degree; experience with Project Management, Portfolio Operations, Fund Accounting, Custodial Oversight, KYC/AML, Microsoft Excel. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Investment Implementation Services Senior Specialist position at Mmc?
This listing links directly to Mmc's Workday application page. You can apply directly on Mmc's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.