Portfolio Consultant III
New
M
Mercer AdvisorsFinancial Services
Remote, USA, Monday through Friday from 8AM to 5PMFull-TimeSenior
Salary$76,500 — $90,000 USD
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Job Details
- Experience
- Minimum 3 years of financial industry related experience
- Required Skills
- Microsoft ExcelData analytics
Requirements
- Bachelor's degree from an accredited institution (preferably Business, Economics, Psychology, or Finance related).
- CFP (Certified Financial Planner) and/or Series 65 license required.
- Minimum 3 years of financial industry related experience.
- Comprehensive understanding of capital markets and portfolio design & management.
- Expertise in complex investment vehicles, models, and platforms, including public and private markets.
- Advanced knowledge of MS Excel, including advanced data analytics.
- Strong problem-solving, analytical, and organizational skills.
- Ability to work both independently and within a team on multiple time-sensitive projects.
- Excellent written and verbal communication skills.
- Working knowledge of Orion and Morningstar preferred.
- CFA or advanced degree preferred.
Responsibilities
- Communicate investment philosophy and available investment strategies clearly and effectively.
- Provide status updates on portfolio implementations proactively and timely.
- Consult with Wealth Advisor teams on portfolio strategy, objectives, and investment implementation.
- Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams.
- Manage standardized workflows and investment processes to meet or exceed Service Level Agreements.
- Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments.
- Lead presentations on various investment topics to internal teams.
- Support and train new Portfolio Consultants on core platform competencies.
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