Hybrid Investments Performance Analyst

Marsh & McLennan Companies; Portugal; Híbrido; EUR 40 000 - 60 000; Tempo integral

Resumo da oferta

A global professional services company is seeking an Investments Performance Analyst to join its team in Lisbon. This hybrid role requires working at least three days a week in the office. The candidate will be responsible for producing monitoring reports for UK pension funds, engaging with external entities, and supporting investments consultants. A degree in finance or similar, alongside strong analytical and Microsoft Office skills, is required. The ideal candidate will possess attention to detail and fluency in English.

Serviços

Professional development opportunities

Inclusive work culture

Career opportunities and benefits

Qualificações

• Degree or Master’s in finance, Economics, Management, Mathematics, Engineering, or similar.
• Interest in Investments/Finance.
• Strong Microsoft Office skills.
• Fluent English level (fluency in other languages is a plus).
• Proven knowledge and ease with SQL/VBA/Python.
• Attention to detail is critical.

Responsabilidades

• Produce investments monitoring reports for pension funds with quantitative and qualitative analysis and performance appraisal.
• Contact external entities (such as asset managers) to validate customer information.
• Compile information and prepare analysis, evaluation and interpretation of results.
• Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions.
• Support Investments consultants when appropriate on a technical perspective (methodologies, assumptions) and client reporting queries.

Conhecimentos

Attention to detail

Problem-solving skills

Microsoft Office skills

Fluent English

SQL

VBA

Python

Formação académica

Degree or Master’s in finance, Economics, Management, Mathematics, Engineering

Descrição da oferta de emprego

A global professional services company is seeking an Investments Performance Analyst to join its team in Lisbon. This hybrid role requires working at least three days a week in the office. The candidate will be responsible for producing monitoring reports for UK pension funds, engaging with external entities, and supporting investments consultants. A degree in finance or similar, alongside strong analytical and Microsoft Office skills, is required. The ideal candidate will possess attention to detail and fluency in English.