Investment Consulting Analyst - Stage

Marsh Agency; Roma; Hybrid; EUR 12,000 - 18,000; Full time

Job summary

Marsh invites an Intern to join the Investments team in Rome on a hybrid schedule, requiring at least three days in the office. The role involves analyzing investment data, engaging with managers, and supporting reports and client communications.

You will assist in asset allocation discussions and in developing investment strategies under supervision, gaining exposure to institutional clients and ESG integration.

Qualifications

• Master’s degree in finance is required.
• Strong interest in financial markets, asset management and consulting.
• Excellent use of Microsoft Office (Excel, PowerPoint).
• Fluency in Italian and English.
• Strong analytical, organizational and communication skills.

Responsibilities

• Execute calculations on investment data provided by clients and verify reports.
• Communicate with investment managers for deep dives and specific investments.
• Prepare financial reports using Mercer tools for analysis and modeling.
• Support client in selecting investment managers.
• Deliver routine queries for clients, managers and third parties.
• Assist in creating high-quality working documents and proposals.
• Help onboard new clients and maintain direct contact with them.
• Assist in preparing client presentations.

Skills

Microsoft Office (Excel, PowerPoint)

Bilingual Italian & English

Analytical skills

Organizational skills

Communication skills

Education

Master’s degree in Finance

Job description

We are seeking an Intern to join our investments team, part of our People and investments business at Marsh. This role will be based in Rome. This is a hybrid role that has a requirement of working at least three days a week in the office. Marsh People & Investment is a global consulting leader helping clients around the world redefine the world of work, reshape retirement and investment outcomes, and unlock real health and well-being for their people. In Investments team you will be involved in all activities related to the calculation, analysis and monitoring on investments data and to the communication with investment managers and our clients, performing analysis with guidance and instruction and supporting Institutional Investors in the following activities: asset allocation, manager selection, define, develop and implement investment strategy, risk management and ESG integration.

We Will Count On You To

Working in our Investments Consulting Team you will have the opportunity to:

• Execute calculation on investment data provided by our clients, checking of reports;
• Communicate with investment managers on deep dives and on specific lines of investments;
• Prepare financial reports using Mercer tools for analysis and modelling;
• Be part of team that supports client in the selection of investment managers;
• Contribute to the delivery of routine queries for clients, investment managers, third parties;
• Support to delivery of working documents (such us proposals, relations and manuals) of high quality and on time;
• Manage projects such as on-boarding of new clients, including direct contact with clients
• Support the preparation of presentations for clients.

What You Need To Have

• University master’s degree in finance;
• A strong interest for financial markets asset management and consulting;
• Excellent use of Microsoft Office (Excel, Power Point);
• Fluency in both Italian and English languages;
• Strong analytical, organizational and communication skills.

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 providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, 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.

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.