Investment Consulting Analyst — Hybrid/Remote

Marsh

Abu Dhabi

Hybrid

AED 180,000 - 280,000

Full time

4 days ago

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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.