Portfolio Operations Specialist

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Portfolio Operations Specialist is responsible for supporting portfolio reporting, account data integrity, reconciliation processes, and operational oversight across multiple custodial platforms. This role works closely with Portfolio Consultants, Wealth Management teams, Portfolio Management Groups, Compliance, Advisors, and technology partners to ensure accurate client reporting and timely resolution of operational exceptions.

The ideal candidate possesses strong analytical skills, attention to detail, and the ability to manage complex data across multiple systems while maintaining high standards of accuracy and client service.

Essential Job Functions for the Portfolio Operations Specialist will include:

• Investigate, analyze, and resolve cost basis and performance reporting discrepancies across portfolio accounting and reporting platforms.
• Perform daily account reviews and reconciliations to ensure the accuracy and completeness of trading activity, positions, and reporting data in alignment with custodial records and reporting systems.