Growth Analytics, Intern
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Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
As a Growth Analytics intern, you will work with the Direct to Consumer Acquisition team on cross-functional analytical projects bringing valuable business insights to inform strategy. Applicants should have strong verbal and written communication skills with background or interest in digital marketing strategy & full-funnel analytics. The successful applicant will enjoy working in a dynamic, fast-paced environment. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!
Essential Job Functions for the Internship will include:
- Assist with strategic projects such as competitive analytics and A/B testing to support decision-making.
- Conduct outside-in research to identify industry best practices, benchmarks, and strategic opportunities for growth.
- Assist in collecting, cleaning, and analyzing marketing and sales data to identify trends and insights
- Collaborate with cross-functional teams (Marketing, Client Development, Product, etc.) to provide data-driven insights & recommendations.
- Other duties as needed
Required Knowledge, Ability and Skills
- Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master’s program
- High attention to detail and analytical ability to work with large datasets accurately, including strong data validation and cleanup skills
- Understanding of a marketing-sales full funnel, including lead journey and key metrics
- Ability to work with cross-functional stakeholders and drive projects forward
- Proficiency in Microsoft Excel and PowerPoint to generate and synthesize insights
- Excellent written and verbal communication skills to present insights clearly
- Bonus: Proficiency in Salesforce (e.g., creating dashboards & reports in Sales Cloud) and/or PowerBI (filtering, creating visualizations, updating formulas and backend tables)
Work Schedule
8:00am to 5:00pm local office time
Working Conditions
Professional office environment. Working inside, siting, standing. 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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