Portfolio Operations Specialist

Mercer Advisors

. Manage various aspects of third-party asset management platforms .

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $25 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing third-party asset management platforms and supporting client service needs, with a strong focus on compliance and investment strategy implementation. Proficient in troubleshooting and collaborating with various teams to ensure accurate asset allocation and effective communication.

Highest-signal resume keywords

Third-Party Asset ManagementInvestment Management ExperienceEnvestnet SystemsSalesforceMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset AllocationRecord KeepingAccount ConfigurationInvestment Strategy ImplementationTroubleshooting

Soft Skills

Excellent CommunicationPrioritizationMultitasking

Tools & Technologies

Microsoft Access

Industry Keywords

Client ServiceComplianceTradingInvestment Platforms

About the role

Key responsibilities & impact

Manage various aspects of third-party asset management platforms
Support custodian and client service needs for asset management activities
Advise internal trading teams, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly
Review accounts for accuracy, proper record keeping, and conformance with asset allocation policies
Configure accounts to implement Mercer Advisors strategies on third-party systems
Assist client service teams in understanding outside asset managers and systems
Work with separate account managers to ensure timely and appropriate strategy implementation
Monitor third-party asset management platforms for proper trading and asset allocations
Collaborate with Compliance and Investment Strategy to implement company standards, educate client service teams, and escalate exceptions
Assist with reallocation of investment strategies in client portfolios
Resolve issues on third-party systems with client service teams
Troubleshoot creatively and with latitude
Perform other assigned duties as needed

Requirements

What you’ll need

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 ability to prioritize, multitask, and troubleshoot
Experience with Salesforce, Microsoft Excel, and Microsoft Access helpful
Monday through Friday, 8:00AM–5:00PM
Professional office environment; work inside, standing and sitting, assigned workstation, and no heavy lifting over 10 lbs.

Benefits

Comp & perks

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for caregiving needs
401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Incentive compensation eligibility through Mercer Advisors’ incentive compensation programs