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About the Role

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).

Responsibilities

Maintain model portfolio data via internal Excel tools and third-party data providers.
Administer and maintain model portfolios on platforms.
Implement trades.
Build strong working relationships with model portfolio teams at third party providers, clients, and internal colleagues & stakeholders.
Manage operational queries and resolution via email and telephone.
Produce and distribute client reporting.
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 to help maintain and grow our platform presence and enable client growth.

Requirements

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.

Skills

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.

Location

Work Type

Hybrid

Experience Level

Intermediate

Benefits

Professional development opportunities.
Interesting work.
Supportive leaders.
Vibrant and inclusive culture.
Work with talented colleagues to create new solutions and have impact.
Range of career opportunities.
Benefits and rewards to enhance well-being.

About the Company

Mercer is a business of Marsh (NYSE: MRSH), 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.
For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Equal Opportunity

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 an equal opportunities employer.
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.com.