Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.
Job Summary
This role is a part of Business Intelligence which is part of the Finance team. You will be a full member of this small, dynamic team that reports business results, informs strategic action, and implements special projects at a fast-pace growing mid-sized company. Our intent is to attract an individual with the interest and aptitude to grow their skills and advance with the team to levels of greater responsibility and impact. The scope of the Business Intelligence team includes:
Reporting and Data Visualization.
We design and architect the front-end for compelling, best-in-class data visualization solutions that support Client Service, Sales, Finance, Senior Leadership, and the Board.
Strategic Analytics.
We conduct detailed analysis to answer strategic business questions like understanding variations in Advisor productivity and Sales results, developing insights around client retention, measuring channel opportunity and creating a framework for prioritizing which geographies are most attractive for additional M&A.
Data Integration.
We combine data from a variety of sources and business areas; leveraging custom data pipelines (Python, SQL, etc.) to extract, transform, and load to our data warehouse. The BI team has a culture of collaborating to drive continuous reliability and automation enhancements in our reporting processes.
Essential Job Functions
The Analyst will have responsibility for collaborating with team members and functional groups across the company to deliver insights and implement solutions. Key technologies today are Salesforce, Power BI, Python, SQL Server, Microsoft Excel and PowerPoint.Areas of responsibility include:
- Support Core Processes – Work with Business Intelligence team members on core processes that support reporting and decision-making
- Client Pricing – Prepare client-level files for Advisors to implement new fee schedules on clients. Enable client communications on repricing initiatives. Support implementation of new fee schedules in core billing systems.
- Monthly AUM Flows – Net New Assets (and its revenue equivalent) are one of the most critical monthly metrics followed by senior firm leaders. The Analyst will take ownership of parts of this monthly process to ensure data quality and accurate results.
- Incentive Compensation – Partner with Finance and HR to develop and adapt incentive compensation plans and help implement and administer the program.
- Ad hoc Research and Reporting Requirement – Fulfill unique data requests from leadership stakeholders across the firm that help answer business questions about our clients and our performance in delivering our services. Help define future reporting that can fulfill these requests in an automated future state.
- Sales & Marketing QA Support – Review new sales resources and ensure consistent data and accuracy across resources
- Deliver Internal Client Solutions in “Full Stack” Data Environment – Partner with internal stakeholders to develop the data sources, dashboards, and data visualizations they require to deliver peak organizational performance.
- Analysis and Problem Solving – The Analyst should apply superior critical thinking and problem-solving skills, using strong judgment to identify which elements in a project are important and which are just noise or will have a negligible impact on the outcome.
Qualifications
- 2+ years of data analytics, statistics, and/or reporting experience
- Bachelor’s degree from a selective, accredited institution required (with preference to the fields of Business, Economics, Accounting, Finance, or STEM disciplines)
- Successful completion of analytic coursework (e.g., economics, mathematics, physical sciences)
- Results-oriented with proven ability to thrive in a fast-paced team environment
- Self-motivated and proactive with aptitude for critical thinking and problem solving
- Strong communicator with the ability to effectively interface with Business Intelligence team members and broader stakeholders across the firm
- Shows flexibility and adaptability in an environment with rapidly changing business and technology needs
- Curiosity to learn new skills and eagerness to form new relationships
- Judgement to prioritize and manage multiple assigned workstreams and deadlines for range of stakeholders
- Experience preferred with Excel, PowerPoint, SQL Server, Python, Salesforce, and PowerBI.
Work Schedule:
Business hours Monday through Friday
Working Conditions:
Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
