Portfolio Operations Specialist
New
M
Mercer AdvisorsFinancial Services
Remote, USAFull-TimeMiddle
Salary$25 — $29 USD
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Job Details
- Experience
- 1 to 3 years of experience in an investment management environment
- Required Skills
- Data AnalysisMicrosoft AccessSalesforceMicrosoft ExcelCompliance
Requirements
- High school diploma required.
- Bachelor’s degree from an accredited institution strongly preferred (preferably Business, Economics, Accounting or Finance related).
- At least 1 year of experience in a professional investment management environment preferred.
- Excellent communication skills with a strong ability to prioritize, multi-task and troubleshoot.
- Experience with Envestnet systems helpful.
- Experience with Salesforce helpful.
- Experience with Microsoft Excel helpful.
- Experience with Microsoft Access helpful.
Responsibilities
- Advise internal trading team, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly.
- Review accounts to ensure accuracy, proper record keeping, and conformance to Mercer Advisor’s asset allocation policies.
- Configure accounts to implement Mercer Advisors strategies on third-party systems.
- Assist client service teams in understanding outside asset managers and systems.
- Work with separate account managers to ensure timely and appropriate strategy implementation.
- Monitor third-party asset management platforms to ensure proper trading and asset allocations.
- Work closely with the Compliance and Investment Strategy Departments to implement company standards and escalate requests.
- Assist client service teams with reallocation of investment strategies in client portfolios.
- Interact with client service teams to resolve issues on third-party systems.
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