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Partner Integration Portfolio Data Analyst at Mercer Advisors - ApplyBlast

Partner Integration Portfolio Data Analyst

Mercer Advisors

9 months ago

4.0 on Glassdoor

Remote

Full Time

Senior

0 applicants

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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.

Skills

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer 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.