Portfolio Operations Specialist
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Job Description
Portfolio Operations Specialist managing third-party investment platforms and client portfolio allocations. Supporting Mercer Advisors’ integrated financial planning and wealth management services.
Responsibilities:
- Manage various aspects of third-party asset management platforms
- Support custodian and client service needs for asset management activities
- Advise internal trading teams, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly
- Review accounts for accuracy, proper record keeping, and conformance with 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 for proper trading and asset allocations
- Collaborate with Compliance and Investment Strategy to implement company standards, educate client service teams, and escalate exceptions
- Assist with reallocation of investment strategies in client portfolios
- Resolve issues on third-party systems with client service teams
- Troubleshoot creatively and with latitude
- Perform other assigned duties as needed
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
- Experience with Envestnet systems helpful
- Excellent communication skills with ability to prioritize, multitask, and troubleshoot
- Experience with Salesforce, Microsoft Excel, and Microsoft Access helpful
- Monday through Friday, 8:00AM–5:00PM
- Professional office environment; work inside, standing and sitting, assigned workstation, and no heavy lifting over 10 lbs.
Benefits:
- 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)
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for caregiving needs
- 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
- Pet Insurance
- Personalized financial planning and guidance at preferred employee pricing
- Incentive compensation eligibility through Mercer Advisors’ incentive compensation programs
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