Performance Reporting Analyst

Marsh; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Marsh in London is recruiting a Performance Reporting Analyst within Mercer’s Investment Solutions unit. This hybrid role offers home working for up to 2 days, with 3 days in the London office, focusing on performance analytics, attribution, and reporting for large institutional clients.

You will produce performance attribution, portfolio analytics, client reports, and ad hoc performance analysis across multi-asset portfolios, respond to client queries, and participate in client meetings as

Qualifications

• Demonstrable, relevant experience in performance analytics, portfolio reporting, attribution, within financial services, asset management, or a related investments focused environment.
• Strong Excel and analytical skills.
• Ideally working toward CFA or CIPM.
• Good communication, attention to detail, and the ability to manage multiple stakeholders.

Responsibilities

• Calculate and review performance attribution and reporting accurately and on time
• Produce reports for investment committees and trustee boards
• Work with custodians, external managers, and portfolio managers
• Respond to client queries and explain performance insights clearly
• Write investment and market commentary
• Help improve processes and efficiency through automation

Skills

Performance analytics

Portfolio reporting

Client communication

Attention to detail

Stakeholder management

Excel proficiency

Analytical mindset

Education

CFA

CIPM

Tools

SQL

VBA

Python

Job description

We are currently recruiting for a Performance Reporting Analyst within Mercer's Investment Solutions business in London. This is available on a hybrid basis, offering home working for up to 2 days, with the other 3 days based in our office in London.

Within this performance and risk analytics, and reporting, focused investment role the person will support large institutional clients by producing performance attribution, portfolio analytics, client reports, and ad hoc performance analysis across bespoke multi-asset and single-asset portfolios. The role also involves responding directly to client queries and participating in client meetings as needed.

We are open to candidates from a range of analytical backgrounds. The successful candidate will bring experience in performance analytics, attribution, portfolio reporting, and responding directly to client queries.

We will rely on you to:

• Calculate and review performance attribution and reporting accurately and on time
• Produce reports for investment committees and trustee boards
• Work with custodians, external managers, and portfolio managers
• Respond to client queries and explain performance insights clearly
• Write investment and market commentary
• Help improve processes and efficiency through automation

What you need to have:

• Demonstrable, relevant experience in performance analytics, portfolio reporting, attribution, within financial services, asset management, or a related investments focused environment.
• Strong Excel and analytical skills
• Ideally working toward CFA or CIPM
• Good communication, attention to detail, and the ability to manage multiple stakeholders

What makes you stand out:

• Experience with performance attribution and Investment Reporting
• Hold CFA or CIPM
• Programming experience (SQL, VBA or Python)

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

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, 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.

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.