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About the Role
The Senior Investment Portfolio Operations Analyst will join the Operations team, supporting the Model Portfolio Service in the UK. This role requires a strong understanding of model portfolios and ideally experience with retail investment platforms, involving collaboration with senior leaders, external providers, and clients.
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.
- Produce and distribute client reporting.
- Manage access to the Client Support Site and maintain content.
- Manage operational queries and resolution via email and telephone.
- Develop a deep understanding of UK retail investment platforms, portfolios, and the fund universe to support platform presence and client growth.
Requirements
- Experience within an Investment Operations environment.
- Intermediate / advanced level of Excel.
- 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
- London
Work Type
- Hybrid
Experience Level
- Senior
Benefits
- Professional development opportunities
- Interesting work
- Supportive leaders
- Vibrant and inclusive culture
- Talented colleagues
- New solutions creation
- Impact for colleagues, clients, and communities
- Range of career opportunities
- Benefits and rewards to enhance well-being
About the Company
- Marsh 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.
- For more information, visit marsh.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.