Portfolio Operations Specialist

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 Salesforce, Microsoft Excel, and Microsoft Access helpful

Work Schedule: Monday through Friday, 8:00AM – 5:00PM

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 10/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$25

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$29 USD