Portfolio Operations Specialist

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Manage various aspects of third-party asset management platforms. • Support custodian and client service needs for asset management activities. • Advise the internal trading team, 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 Mercer Advisors’ 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 requests outside standards. • Assist client service teams with reallocation of investment strategies in client portfolios. • Resolve issues on third-party systems with client service teams. • 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 • Job summary states the ideal candidate will have 1 to 3 years of experience in an investment management environment • 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 • Availability to work Monday through Friday, 7:00AM–4:00PM • Ability to work in a professional office environment, including standing and sitting at an assigned workstation, with no heavy lifting over 10 lbs. • Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements

🏖️ 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 • Incentive compensation eligibility