Portfolio Operations Specialist
Job Description
Key Skills Required
Master these to land this role
Want to know if you're a match for this job?
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:
- A high school diploma is required
- A Bachelor’s degree from an accredited institution is strongly preferred (preferably Business, Economics, Accounting, or Finance related)
- At least 1 year of experience in a professional investment management environment is preferred
- Experience with Envestnet systems is helpful
- Excellent communication skills with a strong ability to prioritize, multi-task, and troubleshoot
- Experience with Salesforce, Microsoft Excel, and Microsoft Access is helpful
How would you rate this job post?
See what other professionals think about this role.
Similar Opportunities
More Openings at Mercer Advisors
Explore Top Companies in this Space
Focus Financial Partners
Registered Investment Advisor (RIA) & Private Wealth Management / Multi-Family Office Services & Institutional Consulting / Discretionary Asset Management & Tax Strategy / Financial Services SaaS
TenLife Style Group
Wellness / Health & Fitness / Digital Platforms / Consumer Services
MeanPug
Not specified
WealthRecruitment
Recruitment / Financial Services / Talent Acquisition / SaaS
Mercer Advisors
View Company ProfileMercer Advisors (operating under merceradvisors.com) is the premier, enterprise-grade wealth management pioneer, full-service Registered Investment Advisor (RIA) innovator, and comprehensive financial planning powerhouse engineered to operate as the definitive, high-velocity capital preservation, fiduciary asset management, and multi-generation estate legacy layer for high-net-worth individuals, families, and corporate institutions nationwide. The company completely eliminates the severe systemic friction of modern wealth optimization—where clients lose generational momentum to disjointed independent brokers, conflicting commission-driven financial incentives, fragmented tax strategies, and disconnected legal counsel structures—by deploying a unified, fee-only fiduciary wealth matrix. Moving far beyond traditional, passive asset allocation models or basic portfolio rebalancing, Mercer Advisors natively unifies deep-dive family office services, comprehensive tax return preparation, custom estate planning legal blueprints, corporate retirement plan (401k) consulting, and institutional-grade alternative asset management into a single high-availability wealth management core. Managing over $60 billion in Assets Under Management (AUM) and operating across dozens of regional offices throughout the United States, the institution empowers investors to preserve purchasing power, minimize tax drag, and scale complex multi-entity trusts with production-hardened precision. Backed by elite institutional private equity sponsors including Oak Hill Capital and Genstar Capital, the firm features deep infrastructure connectivity into major custodian clearing networks like Charles Schwab and Fidelity. Under the hood, its sophisticated technical core deploys secure unified client telemetry portals, advanced multi-scenario Monte Carlo financial simulation models, and programmatic portfolio optimization systems built to satisfy rigorous SEC regulatory reporting parameters. What sets Mercer Advisors apart is its uncompromising dedication to replacing fragmented single-point financial products with absolute fiduciary transparency and wealth velocity; by bridging the gap between performance-intensive big data capital markets analytics and personalized family-first lifestyle goals, the enterprise remains the definitive, category-defining cornerstone of modern algorithmic wealth architecture and nationwide RIA scale.
Safety First
- Never pay for a job application.
- Do not share sensitive bank info.
- Verify the client before starting work.