Portfolio Consultant III
New
M
Mercer AdvisorsFinancial Services
Remote, USA, Monday through Friday from 8AM to 5PMFull-TimeSenior
Salary72,000 - 85,000 USD per year
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Job Details
- Experience
- Minimum 3 years
- Required Skills
- Microsoft ExcelData analytics
Requirements
- Bachelor's degree preferred (Business, Economics, Psychology, or Finance)
- CFP and/or Series 65 required
- CFA or advanced degree preferred
- Minimum 3 years of financial industry experience
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel and data analytics
- Strong problem-solving and analytical skills
- Excellent organizational and communication skills
- Ability to prioritize multiple tasks
Responsibilities
- Communicate investment philosophy and available investment strategies.
- Provide proactive status updates on portfolio implementations.
- Deliver investment strategy implementation to Wealth Advisor teams.
- Lead presentations on investment topics.
- Support new Portfolio Consultants with platform competencies.
- Draft and audit analytics, proposals, and deliverables.
- Manage standardized workflows and investment processes.
- Audit implementations for consistency with target objectives.
- Lead training for new hires.
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