[Hiring] Portfolio Operations Specialist @Mercer Advisors

Role Description

This position is responsible for various aspects of managing third-party asset management platforms, as well as supporting custodian and client service needs for asset management activities. The ideal candidate will have 1 to 3 years of experience in an investment management environment.

Essential Job Functions for the Portfolio Operations Specialist will include:

• Advises internal trading team, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly.
• Reviews accounts to ensure accuracy, proper record keeping, and conformance to Mercer Advisor’s asset allocation policies.
• Configures accounts to implement Mercer Advisors strategies on third-party systems.
• Assists client service teams in understanding outside asset managers and systems.
• Works with separate account managers to ensure timely and appropriate strategy implementation.
• Monitors third-party asset management platforms to ensure proper trading and asset allocations.
• Works closely with the Compliance and Investment Strategy Departments to implement company standards, educating client service teams, and escalating requests outside of these standards.
• Assists client service teams with reallocation of investment strategies in client portfolios.
• Interacts with client service teams to resolve issues on third-party systems.
• Must be able to troubleshoot with creativity and latitude.
• Performs other duties assigned as needed.

Qualifications

• 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 a strong ability to prioritize, multi-task and troubleshoot.
• Experience with Salesforce, Microsoft Excel, and Microsoft Access helpful.

Requirements

• Work Schedule: Monday through Friday, 8:00AM – 5:00PM.
• Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, 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) 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.
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.