Performance Reporting Associate at MMC in Chicago, Illinois

Job Description:

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 are in the business of creating more secure and rewarding futures for our clients and their employees - whether we are designing affordable health plans, assuring income for retirement, or aligning workers with workforce needs.


Mercer is seeking candidates for the following position based in the Chicago (preferred) or St. Louis office:



Performance Reporting Associate




What can you expect?

• The ability to work with investment consulting teams s to produce client reports through the analysis of client specific data to monitor performance of investment products


• As you excel in the role you will have the opportunity to take on more complex assignments and projects


• Generate and analyze performance and holdings based attribution


• Work with the Operations Team to assist in onboarding new clients


• Lead or actively participate in special projects aimed at enhancing efficiency

What is in it for you?

• A company with a strong brand and strong results to match and are committed to making a difference in the lives of people


• A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields


• Competitive pay, full benefits package - starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match, AND automatic contribution)


• Generous paid time off for vacation, sick, company holidays, and time to give back to your community; flexible work culture


• Employee Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations


• Opportunities to participate in our mentor program, as well as participate in networking with other colleagues in our Business Resource Groups (BRGs) - Mercer Cares (community involvement), PRIDE, Women@Mercer, Racial & Ethnic Diversity and Rising Professionals Network!

We will count on you to:

• Calculate and reconcile performance return data comparing investment manager returns against client returns which are then rolled into monthly and quarterly performance reports


• Produce monthly and quarter end reports for consultant and client review


• Collect data from custodians (banks) and investment managers which is used in our calculation and/or reconciliation process


• Complete department related deliverables and ad-hoc requests from clients and consultants

What you need to have:

• Bachelor's Degree (preferably in Accounting, Finance, Economics, Business, Math, or related degree)


• 2-3 years of work experience - open to recent grads


• Strong understanding of finance and prior reporting experience


• Solid written and oral communications skills


• Proficient in MS Office and proven experience working with Excel

What makes you stand out:

• Investment Consulting or Performance Reporting background


• Experience working with Investment Metrics or Factset Products


• CIPM

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.


Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com Apply Now