Investment Portfolio Operations Analyst
Marsh(20 days ago)
About this role
An Investment Portfolio Operations Analyst at Mercer/Fundhouse is a member of the Operations team supporting the UK Model Portfolio Service. The role involves working with internal and external stakeholders, including senior leaders and financial advisers, to help maintain and grow the firm’s model portfolio offering.
Required Skills
- Excel
- Model Portfolios
- Trade Implementation
- Data Maintenance
- Client Communication
- Reporting
- Stakeholder Management
- Retail Platforms
- Multitasking
- Detail Orientation
About Marsh
marshmclennan.comMarsh is a global leader in risk, reinsurance, and consulting services, dedicated to helping organizations navigate complex risks and develop strategies for success. With a strong emphasis on risk management, talent development, and strategic consulting, Marsh provides expert solutions tailored to the diverse needs of its clients. The company leverages its extensive expertise in capital, people, and consulting to empower businesses to thrive in competitive environments. Through its innovative approach and comprehensive services, Marsh is committed to building resilient organizations.
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