comInvestment Portfolio Operations Analyst (FundHouse) Fundhouse is seeking an Investment Portfolio Operations Analyst to join our growing team. You should have a solid understanding of model portfolios and ideally have experience with retail investment platforms. You will work closely with senior leaders within Fundhouse, as well as external service providers and our clients (financial advisers).Be responsible for maintaining model portfolio data via internal Excel tools and third-party data providers, administration and maintenance of model portfolios on platforms, implementation of trades. Manage operational queries and resolution via email and telephone. Manage access to our Client Support Site and maintain content. Develop a deep understanding of UK retail investment platforms, our portfolios, and the fund universe, in order to help us successfully maintain and grow our presence on platforms and ultimately enable client growth. Experience within an Investment Operations environmentIntermediate / advanced level of Excel (to be tested at interview)Good understanding of model portfoliosSome experience with retail investment platformsAbility to work to deadlines in an organised and efficient mannerWhat makes you stand out: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. Skillsexcelinvestment operationsmodel portfoliosretail investment platformsclient reportingstakeholder communicationdeadline managementteam collaborationproblem resolutionorganizational skillslistening skillscontent development
Investment Analyst (Remote Work) in London employer: Marsh & McLennan Companies
At Marsh McLennan, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters professional development and collaboration. Located in the heart of London, our hybrid work model allows for flexibility while ensuring meaningful engagement with talented colleagues. With a commitment to diversity and a range of career opportunities, we empower our employees to thrive and make a significant impact in the compliance monitoring field.
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Marsh & McLennan Companies Recruitment Team
