Investment Portfolio Operations Analyst

Company:

Mercer

Description:

Investment Portfolio Operations Analyst (FundHouse)

Fundhouse is seeking an Investment Portfolio Operations Analyst to join our growing team. The successful applicant will join our Operations team, whose efforts underpin the continued success and stability of our Model Portfolio Service in the UK. You should have a solid understanding of model portfolios and ideally have experience with retail investment platforms. You will work closely with senior leaders within Fundhouse, as well as external service providers and our clients (financial advisers).

We will count on you for:

Responsibility. Be responsible for maintaining model portfolio data via internal Excel tools and third-party data providers, administration and maintenance of model portfolios on platforms, implementation of trades.

Relationships. Build strong working relationships with model portfolio teams at third party providers, clients, and internal colleagues & stakeholders.

Communications. Manage operational queries and resolution via email and telephone . Produce and distribute client reporting. Manage access to our Client Support Site and maintain content.

Expertise. Develop a deep understanding of UK retail investment platforms, our portfolios, and the fund universe, in order to help us successfully maintain and grow our presence on platforms and ultimately enable client growth.

What you need to have:

Experience within an Investment Operations environment

Intermediate / advanced level of Excel (to be tested at interview)

Good understanding of model portfolios

Some experience with retail investment platforms

Ability to work to deadlines in an organised and efficient manner

What makes you stand out:

Client-facing experience desirable

Hardworking team player with strong listening skills

Ability to translate new ideas into clear, digestible content

Desire to progress and enthusiasm to be part of a successful business

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.

Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.