Portfolio Services Analyst SMA

Why work for us

A career at Janus Henderson is more than a job its about investing in a brighter future together.

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights disciplined investments and world-class service. We will do this by protecting and growing our core business amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success and are at the heart of everything we do:

Clients Come First - Always Execution Supersedes Intention Together We Win Diversity Improves Results Truth Builds Trust

If our mission values and purpose align with your own we would love to hear from you!

Your opportunity

As a Portfolio Services Analyst you will support the Janus Henderson Investment staff by assisting with SMA processing and UMA model delivery. For SMA processing this includes order generation quality review compliance review order execution support and research and resolution of complex problems. For UMA model delivery this includes monitoring model changes extracting model updates maintaining a record of model updates maintaining a model trade rotation delivering and validating model updates to program sponsors. You will interact directly with Janus Henderson Investment staff across all asset classes external counterparties and internal business partners on trade detail and problem resolution as well as providing monitoring support for Portfolio Managers throughout the day.

You will:

• Handle all aspects of trading and model delivery for the SMA business. Trade preparation includes but is not limited to new accounts liquidating accounts drift monitoring trade rotation approval tax lot harvesting and corporate action processing.
• Handle all aspects of model maintenance and distribution for the UMA business. Model maintenance includes but is not limited to daily model updates and distributions daily rotation review new accounts liquidating accounts drift monitoring and corporate action processing.
• Provide daily monitoring and act as a central point of contact for the SMA and UMA businesses across various dynamics.
• Work closely with the investment teams by providing assistance and support during the order generation and compliance approval process.
• Offer tactical support to assist Portfolio Managers meeting client demands.
• Assist the Traders with staging orders for execution or addressing ad hoc issues or requests during the order execution process.
• Assist in researching and resolving problems including compliance issues trade errors problems with securities reporting requirements and/or monetary issues.
• Carry out additional duties as assigned.

What to expect when you join our firm

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Complimentary subscription to Headspace the mindfulness app
• Corporate membership to ClassPass and other health and well-being benefits
• Unique employee events and programs including a 14er challenge
• Complimentary beverages snacks and all employee Happy Hours

Must have skills

• Bachelors Degree required. A bachelors degree may be substituted for one year of experience.
• Strong interpersonal and customer service skills.
• Strong attention to detail and accuracy.
• Strong organizational skills with the ability to manage and prioritize multiple tasks.
• Ability to work independently within established guidelines.
• Strong verbal and written communication skills.
• Knowledge of mutual fund/financial services industry/financial markets.
• Must be accurate well organized and able to work in a fast-paced environment.
• Must be able to meet deadlines.
• Intermediate computer skills including MS Word and Excel.

Nice to have skills

• One to two years of related experience in the mutual fund/financial services industry preferred.
• One to two years of SMA or UMA specific experience is preferred.

Supervisory responsibilities

• No

Potential for growth

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

Compensation information

The base salary range for this position is $90000-$95000. This range is estimated for this role. Actual pay may be different. This position will be open through March 31 2026.

Colorado law requires an estimated closing date for job postings. Please dont be discouraged from applying if you see this date has passed.

At Janus Henderson Investors were committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Dont worry if you dont think you tick every box we still want to hear from you! We understand everyone has different commitments and while we cant accommodate every flexible working request were happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process please get in touch and let us know at .

#LI-CH2 #LI-Hybrid

Annual Bonus Opportunity:Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company department team and individual performance.

Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation pension/retirement plans and various health wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career pagehere.

Janus Henderson Investors is an equal opportunity employer.All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status. All applications are subject to background checks.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employees job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements including past political contributions and political activities. Applicants past political contributions or activity may impact applicants eligibility for this position.

You will be expected to understand the regulatory obligations of the firm and abide by the regulated entity requirements and JHI policies applicable for your role.