Marsh McLennan·9 days ago
9 days ago
Investment Portfolio Operations Analyst
Sign up free to see how well your resume matches this role.
What you'll do
- Maintaining model portfolio data
- Managing client reporting
- Building strong relationships with stakeholders
What they're looking for
- Solid understanding of investment operations and retail platforms
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for an Investment Portfolio Operations Analyst to join our dynamic team at Fundhouse. This role involves maintaining model portfolio data, managing client reporting, and building strong relationships with stakeholders. If you have a solid understanding of investment operations and retail platforms, we want to hear from you!
Skills
- excel
- investment operations
- model portfolios
- retail investment platforms
- client reporting
- stakeholder communication
- deadline management
- team collaboration
- problem resolution
- organizational skills
- listening skills
- content development
Company
Marsh McLennan
Tower Place West, United Kingdom
Company facts come from this company's own listings. We only show what the postings themselves carry.