Investment Consulting Analyst

Marsh & McLennan; Abu Dhabi; Hybrid; AED 180,000 - 280,000; Full time

Job summary

Marsh is seeking an Investment Consulting Analyst to join our Dubai-based investment consulting team. The successful candidate will support delivery of investment advice and reporting to institutional clients, helping them understand portfolio performance, market developments, investment manager activity, and other factors affecting their investment strategies.

This role offers exposure to investment analysis, performance evaluation, market research, client reporting, and consulting within a

Qualifications

• Bachelor’s degree in finance, economics, mathematics, or a related business discipline.
• Strong quantitative, analytical, and problem-solving skills.
• One to three years of relevant investment experience, ideally gained within an institutional investment consulting or asset management environment.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Good analytical, financial modelling, project management, and communication skills.
• Strong attention to detail and the ability to produce accurate, high-quality client deliverables.
• Ability to work collaboratively while managing responsibilities independently.

Responsibilities

• Produce performance evaluation reports for assigned clients using proprietary investment consulting as well as Microsoft applications (Excel, Word, PowerPoint etc).
• Analyse the performance of individual funds and investment options within client portfolios.
• Prepare and coordinate the development of quarterly market environment presentations covering: The general economic environment, Domestic and international equity and fixed-income market performance, Key economic trends, Relevant regulatory and investment industry developments.
• Review investment research and manager updates in the Mercer investment manager database and identify issues or developments that may affect client portfolios.
• Liaise with investment managers and custodians to obtain, validate, and clarify client-specific information required for reporting and analysis.
• Respond to client enquiries relating to quarterly performance reporting and ad hoc investment requests, either directly or through the senior consultant.
• Attend and participate in quarterly client meetings.
• Over time, take responsibility for presenting selected areas of client reviews, such as investment manager updates, market trends, and manager performance.
• Support senior consultants and the wider team with analysis, presentations, project management, and other client deliverables as required.

Skills

Quantitative skills

Analytical thinking

Communication skills

Teamwork

Problem solving

Attention to detail

Education

Bachelor’s degree in finance, economics, mathematics, or related business

Tools

Excel

Word

PowerPoint

Job description

Job description

We are seeking an Investment Consulting Analyst to join our Dubai-based investment consulting team. The successful candidate will support the delivery of investment advice and reporting to institutional clients, helping them understand portfolio performance, market developments, investment manager activity, and other factors affecting their investment strategies.

This role provides an opportunity to develop expertise in investment analysis, performance evaluation, market research, client reporting, and consulting within a fast-paced and collaborative environment.

Key responsibilities

• Produce performance evaluation reports for assigned clients using proprietary investment consulting as well as Microsoft applications (Excel, Word, Powerpoint etc).
• Analyse the performance of individual funds and investment options within client portfolios.
• Prepare and coordinate the development of quarterly market environment presentations covering: The general economic environment, Domestic and international equity and fixed-income market performance, Key economic trends, Relevant regulatory and investment industry developments.
• Review investment research and manager updates in the Mercer investment manager database and identify issues or developments that may affect client portfolios.
• Liaise with investment managers and custodians to obtain, validate, and clarify client-specific information required for reporting and analysis.
• Respond to client enquiries relating to quarterly performance reporting and ad hoc investment requests, either directly or through the senior consultant.
• Attend and participate in quarterly client meetings.
• Over time, take responsibility for presenting selected areas of client reviews, such as investment manager updates, market trends, and manager performance.
• Support senior consultants and the wider team with analysis, presentations, project management, and other client deliverables as required.

Qualifications and experience

• Bachelor’s degree in finance, economics, mathematics, or a related business discipline.
• Strong quantitative, analytical, and problem-solving skills.
• One to three years of relevant investment experience, ideally gained within an institutional investment consulting or asset management environment.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Good analytical, financial modelling, project management, and communication skills.
• Strong attention to detail and the ability to produce accurate, high-quality client deliverables.
• Ability to work collaboratively while managing responsibilities independently.

Preferred qualifications and experience

• Progress towards a professional qualification such as the CFA charter or an actuarial qualification.
• MBA or other relevant postgraduate qualification.
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced and evolving environment.
• Interest in financial markets, investment strategy, portfolio construction, and institutional investing.
• Confidence communicating investment-related information clearly to colleagues, clients, and external stakeholders.

Marsh (NYSE: MRSH) is 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, visit marsh.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, disability, ethnic origin, family duties, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.
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.