Event Planning & Strategy. Develops comprehensive event strategy, in partnership with the Business Development Manager and Communications & Retirement Strategies Director, that aligns with MERS goals and objectives. Identifies target audiences and tailors events to meet their needs and preferences. Researches and recommends event venues, themes, and formats that enhance the attendee experience. Creates detailed project plans, timelines, and budge...
Business Development Support. Maintains and updates the business development SharePoint site for consistency and accuracy. Monitors requests and data received from internal stakeholders related to business development activities and routes accordingly. Works with Business Development Manager to implement identified strategies and priorities. Coordinates business development activities including Request for Proposal (“RFP”), fee benchmarking, bene...
Customer Education. Assists in developing and implementing the Education Strategy to engage and educate MERS participants to prepare them for retirement, and educate employers on their retirement plan options and role in administering benefits. Writes and proofreads educational content and coordinates the creation of materials including but not limited to presentations, brochures, website content, emails, etc. Optimizes website exposure by enhanc...
Duties and Responsibilities. Process accounts payable tasks including the review and verification of invoices, setup of invoice approval workflows and default budget accounts, accurate coding of invoice records, preparation of expense allocation worksheets, application of vendor credits, processing of vendor payments, reconciliation of vendor statements, maintenance of vendor records, onboarding of new vendors, fraud prevention, and both written ...
MUST BE ABLE TO COME INTO THE OFFICE 1-2 DAYS A WEEK. WEDNESDAYS ARE REQUIRED. . Investment Duties. Conduct research on new investment strategies across both Public and Private Markets. Assist Directors, Portfolio Managers, and Analysts in the management of internal strategies. Assist Directors, Portfolio Managers, and Analysts with portfolio risk management and performance report preparation. Support Directors, Portfolio Managers, and Analysts i...
MUST BE ABLE TO COME INTO THE OFFICE 1-2 DAYS A WEEK. WEDNESDAYS ARE REQUIRED. . Investment Duties. Conduct research on new investment strategies across both Public and Private Markets. Assist Directors, Portfolio Managers, and Analysts in the management of internal strategies. Assist Directors, Portfolio Managers, and Analysts with portfolio risk management and performance report preparation. Support Directors, Portfolio Managers, and Analysts i...
