Investment Portfolio Operations Analyst (FundHouse)
Fundhouse is seeking an Investment Portfolio Operations Analyst to join our growing team. The successful applicant will join our Operations team, whose efforts underpin the continued success and stability of our Model Portfolio Service in the UK. 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).
We will count on you for:
- Responsibility. 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.
- Relationships. Build strong working relationships with model portfolio teams at third party providers, clients, and internal colleagues & stakeholders.
- Communications. Manage operational queries and resolution via email and telephone. Produce and distribute client reporting. Manage access to our Client Support Site and maintain content.
- Expertise. 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.
What you need to have:
- Experience within an Investment Operations environment
- Intermediate / advanced level of Excel (to be tested at interview)
- Good understanding of model portfolios
- Some experience with retail investment platforms
- Ability to work to deadlines in an organised and efficient manner
What makes you stand out:
- Client-facing experience desirable
- Hardworking team player with strong listening skills
- Ability to translate new ideas into clear, digestible content
- Desire to progress and enthusiasm to be part of a successful business
Why join our team:
- 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.
Investment Portfolio Operations Analyst employer: Mercer
Mercer is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for an Executive Compensation Consultant to thrive. With a strong emphasis on employee growth and development, Mercer offers numerous opportunities for professional advancement while working in the vibrant city of London. The hybrid work model not only promotes work-life balance but also allows employees to engage with a diverse range of clients, ensuring a rewarding and meaningful career.
