Mercer Advisors
Financial Services
PortfolioConsultantIII
“Portfolio Consultant III at Mercer Advisors. Skills: Investment management, Portfolio strategy, Financial planning. Drive investment management services. Consult on portfolio strategy”
What You'll Achieve.
Amplify financial lives; Simplify financial lives
Industry & Context.
What They're Looking For.
Must Have
5+ years experience
Nice to Have
CFA charterholder preferred, FRM charterholder preferred
What You'll Do.
Drive investment management services
Consult on portfolio strategy
Ensure accurate investment implementations
Serve as point person for new firms
Develop investment deliverables for prospects
Collaborate with Wealth Advisors
Collaborate with Operations
Collaborate with Portfolio Management
Collaborate with Compliance
Collaborate with Trading
How You'll Work.
Team & Collaboration
Wealth Advisors; Operations; Portfolio Management; Compliance; Trading departments
Communication Scope
Client meetings; Advisor consultations
Applying for this Portfolio Consultant III role?
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- Create a Greenhouse profile before applying — it saves time across multiple applications.
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- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
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