Partner Integration Portfolio Data Analyst
Mercer Advisors(1 month ago)
About this role
The Partner Integration Portfolio Data Analyst at Mercer Advisors plays a crucial role in integrating acquired firms' systems and data into the company's platforms, focusing on CRM and investment account data migration, validation, and system coordination. The position requires strong organizational skills, attention to detail, and expertise in investment operations and systems navigation.
Required Skills
- Excel
- CRM
- Portfolio Management
- Data Migration
- Data Validation
- Project Management
- Communication
- Investment Operations
- Systems Navigation
- Stakeholder Coordination
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
View more jobs at Mercer Advisors →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Mercer Advisors
Similar Jobs
Data Entry Associate - Bilingual Spanish and English (Night Shift - Remote)
Datasite UK Ltd.(17 days ago)
Client Portfolio Manager
Brown Brothers Harriman(4 months ago)
Analyst, Client Data Migration
Vestwell(1 month ago)
Senior Engineer, SAP Data Profiling and Reporting
RGH Enterprises, LLC(1 month ago)
Data Integration & Migration Manager
RSM US LLP(13 days ago)
Private Credit Portfolio Data Analyst
Voya Financial(2 months ago)