Portfolio Operations Specialist

Merceradvisors; United States; On-site; USD 34,440,000 - 39,950,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

Disability Insurance

Health plans (multiple)

Job summary

Mercer Advisors is seeking a Portfolio Operations Specialist to manage third‑party asset management platforms and support custodian and client service needs. The ideal candidate has 1–3 years in an investment management environment.

The role involves advising internal teams and external asset managers, configuring accounts, and monitoring platforms to ensure compliant and timely strategy implementations.

Qualifications

• 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.

Responsibilities

• Advise 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.

Skills

Communication skills

Prioritization

Multi-tasking

Troubleshooting

Education

Bachelor's degree (preferred) in Business, Economics, Accounting or Finance

Tools

Envestnet systems

Salesforce

Microsoft Excel

Microsoft Access

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

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. 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 — $29 USD

Benefits

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please [e-mail]. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review ourApplicant Notices and Employment Rights.

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