Investment Consulting Analyst — Lisbon (Hybrid)

Marsh; Lisboa; Híbrido; EUR 45 000 - 65 000; Tempo integral

Resumo da oferta

Mercer in Lisbon is seeking a talented Investments team member to join as an Investment Consultant. The role is hybrid, requiring at least three days in the office each week, and involves supporting a wide range of investment consulting activities for corporate and trustee clients.

You will collaborate daily with Irish-based consultants and support teams in Portugal and Ireland to coordinate and deliver exceptional service to clients, contributing across all stages of the investment consultancy

Qualificações

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Management, or related field.
• Understanding of pensions, investment markets, and asset classes.
• Excellent written and spoken English (C1/C2).
• Advanced MS Office skills (Excel, Word, PowerPoint).

Responsabilidades

• Help consultants manage a portfolio of clients on a day-to-day basis, including tracking ongoing client actions and drafting correspondence.
• Contribute to the production and review of quarterly investment reports.
• Support the preparation of trustee meeting packs.
• Update compliance documents and investment updates.
• Prepare communications to members regarding changes to their plan.
• Support the business with investment templates, lifestyle strategy reviews, and investment committee materials.
• Participate in project work, including non-investment topics.

Conhecimentos

English proficiency (C1/C2)

Planning & organisational skills

Relationship building

Client service orientation

Formação académica

Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Management, or related field

Ferramentas

Microsoft Excel

Microsoft Word

PowerPoint

Descrição da oferta de emprego

Mercer in Lisbon is seeking a talented Investments team member to join as an Investment Consultant. The role is hybrid, requiring at least three days in the office each week, and involves supporting a wide range of investment consulting activities for corporate and trustee clients.

You will collaborate daily with Irish-based consultants and support teams in Portugal and Ireland to coordinate and deliver exceptional service to clients, contributing across all stages of the investment consultancy