Portfolio Operations Specialist

Mercer Advisors

6d•$25 - $29•Onsite

About The Position

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. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. 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.

Requirements

High school diploma required
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

Nice To Haves

Bachelor’s degree from an accredited institution strongly preferred (preferably Business, Economics, Accounting or Finance related)

Responsibilities

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

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