Portfolio Operations Specialist

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