Investment Portfolio Operations Analyst

Mercer

Hybrid
Maintaining model portfolio data
Administration of model portfolios
Implementation of trades
The successful applicant will join our Operations team, whose efforts underpin the continued success and stability of our Model Portfolio Service in the UK

Job Summary

  • The successful applicant will join our Operations team, whose efforts underpin the continued success and stability of our Model Portfolio Service in the UK.
  • We help you be your best through professional development opportunities, interesting work, and supportive leaders.
  • Marsh is committed to embracing a diverse, inclusive and flexible work environment.

Matching Summary

The successful applicant will join our Operations team, whose efforts underpin the continued success and stability of our Model Portfolio Service in the UK.

Skills & Requirements

Must-have

  • Maintaining model portfolio data
  • Administration of model portfolios
  • Implementation of trades
  • Intermediate/advanced Excel skills
  • Understanding of model portfolios
  • Experience with retail investment platforms

Nice-to-have

  • Client-facing experience
  • Hardworking team player
  • Strong listening skills
  • Ability to translate ideas
  • Desire to progress

Key Requirements

  • Experience within Investment Operations
  • Intermediate/advanced Excel
  • Good understanding of model portfolios
  • Some experience with retail investment platforms
  • Ability to work to deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter