Marsh & McLennan Investment Operations Analyst in St. Louis, Missouri

The primary duty of the Sr Client Support Analyst is to assist clients and consultants with the implementation and maintenance of client investment accounts. Responsibilities include maintaining investment policies, liaising with clients regarding investment activities and managing client cash flow activities, including executing trades.


Assist with the management and maintenance of investment policies for current clients by rebalancing client portfolios directly or by teaching clients about the rebalancing process so they can manage it independently.

Serve as liaison between clients and custodians to help anticipate and analyze ongoing cash needs for monthly, quarterly or annual draws for endowments

Communicate with investment managers and custodians to facilitate client investment activities

Monitor clients for cash flow needs and provide back office operational support including:

Monitoring accounts for daily inflows and outflows

Executing trades or directing the implementation of trades

Coordinating and reviewing accounts for cash requirements for payment of capital calls

Provide documentation and/or requests from auditors for clients’ fiscal year end audit requirements

Complete and review alternative asset documents – including collective trust funds, hedge funds, private equity and REITS

Prepare and/or review documents with clients for completeness and accuracy

Facilitate and monitor outgoing wires for accuracy and timeliness as dictated by approved investment policy and rebalancing procedures

Establish and monitor new accounts when needed by custodians

Field questions regarding custodians and processes

Transition of new clients

Direct / assist in the transition of new clients into approved allocation

Establish relationships with custodians, managers and clients to ensure a smooth transition to a new approved allocation

Create cash flow timelines that span the time of 1-3 months making certain asset allocations are maintained throughout the transition

Analyze current managers and coordinate exit strategies to minimize cash exposure when required

Conduct special projects clients or consultants as needed QualificationsEducation

BSBA (or 15+ years relative experience) Experience

7+ years of investment experience preferred Experience in the operation capacities of custodians, such as banks, trust companies and brokerage firms Experience with foundations and endowments is a plus Experience with alternative investment is a plus Prior experience with cost basis accounting is a plus Knowledge and skills (general and technical)

Strong quantitative skills Familiarity with alternative investment documents such as PPM’s, LPA’s and subscription documents Excellent written, oral, and interpersonal communication skills Highly self-motivated, self-directed, and attentive to detail Able to work in a team-oriented, collaborative environment Ability to multi-task Must be Customer Service Oriented Other requirements (licenses, certifications, specialized training)

Experience with Excel and Word required Proficient in Investorforce and/or Advent Partner a plus

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit for more information and follow us on LinkedIn and Twitter @Mercer

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol:MMC) Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. R_015452-en