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Investment Management Intern

Location: El Dorado Hills, California, United States

Company: Mercer

Job ID R_051429-en

The intern will support the Risk Management team through oversight of all client documents and organization of these documents.

Primary duties include but are not limited to:

  • Maintain control over the day-to-day management of the firm’s online document management system
  • Monitor approximately 10 email boxes and process the incoming data to ensure accurate organization, indexing, and processing of all client-related correspondence (financial reports, cash flow notices, news reports, legal documents and others)
  • Research missing documents; track progress toward accumulating complete document sets
  • Prepare periodic status reports
  • Assist in the processing and reconciliation of financial data (cash flows, net asset values, schedule of investments, etc.)
  • Provide support to the team on research and other special projects
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