Portfolio Operations Specialist

5 months ago

Denver, United States Mercer Advisors Full time

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

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

Required Knowledge, Skills and Abilities:

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 Orion, Salesforce, Microsoft Excel, and Microsoft Access helpful

Work Schedule : 

Monday through Friday, 7:00AM – 4:00PM

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Pet Insurance

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