Investment Portfolio Operations Analyst

Be an Early ApplicantFull Timemid

London - Tower Place WestPosted Today

Role Overview

Marsh & McLennan is hiring a mid-level Investment Portfolio Operations Analyst. This is a full-time role in London - Tower Place West. posted today. applications are still in the early window, before most candidates have applied. Full responsibilities, required qualifications, and the apply link are listed in the description below.

Resume Keywords to Include

Make sure these keywords appear in your resume to improve ATS scoring

ExcelORBenefitsMercerDescriptionInvestmentPortfolioOperations

Job description

Company:

Mercer

Description:

Investment Portfolio Operations Analyst (FundHouse)

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).

We will count on you for:

Responsibility. Be responsible for maintaining model portfolio data via internal Excel tools and third-party data providers, administration and maintenance of model portfolios on platforms, implementation of trades.
Relationships. Build strong working relationships with model portfolio teams at third party providers, clients, and internal colleagues & stakeholders.
Communications. Manage operational queries and resolution via email and telephone. Produce and distribute client reporting. Manage access to our Client Support Site and maintain content.
Expertise. Develop a deep understanding of UK retail investment platforms, our portfolios, and the fund universe, in order to help us successfully maintain and grow our presence on platforms and ultimately enable client growth.

What you need to have:

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

What makes you stand out:

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

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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.

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.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

About Marsh & McLennan

Marsh & McLennan

corporate.marsh.com

On-site

14 other open roles at Marsh & McLennan on TryApplyNow.

View all 15 roles at Marsh & McLennan Visit website

Frequently Asked Questions

How do I apply for the Investment Portfolio Operations Analyst position at Marsh & McLennan?

Use the Apply button above to submit your application directly to Marsh & McLennan. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Investment Portfolio Operations Analyst position at Marsh & McLennan located?

This position is based in London - Tower Place West. Marsh & McLennan has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Investment Portfolio Operations Analyst at Marsh & McLennan earn?

Marsh & McLennan has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Investment Portfolio Operations Analyst role at Marsh & McLennan posted?

This role was posted on July 23, 2026 (today). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.