Investment Performance Analyst - Power BI Dashboards Lisbon

Marsh Agency; Lisboa; Hybrid; EUR 55,000 - 85,000; Full time

Job summary

Marsh Agency in Lisbon seeks an Investments Performance Analyst to create and enhance investment monitoring reports and factsheets, using Power BI and other tools to deliver clear, data-driven insights. The role collaborates with investment consultants and teams across Europe to support informed decision-making and high-quality reporting.

The candidate will drive the rollout of Power BI projects, manage requirements, and ensure timely delivery while mentoring junior colleagues and maintaining

Qualifications

• Bachelor's or master's degree in Finance, Economics, Management, Mathematics, Engineering or related field.
• 3–5 years of relevant experience in investment performance, reporting, or BI.
• Hands-on Power BI experience with dashboards and reporting.
• Fluent English, written and spoken, across Europe.
• Strong analytical and data interpretation skills.
• Experience with automation or process-improvement initiatives.

Responsibilities

• Produce and enhance investment monitoring reports and factsheets using Power BI and other tools.
• Develop dashboards and reporting solutions to support investment decision-making.
• Coordinate Power BI project rollout: planning, requirements, stakeholder communications.
• Collaborate with asset managers and teams across Europe to ensure data accuracy.
• Mentor junior colleagues and provide guidance to maintain quality standards.
• Assist cross-team with investment analysis methodologies and client inquiries.

Skills

Power BI

Investment reporting

Data visualization

Analytical skills

Stakeholder management

Automation

Mentoring

English fluency

Education

Degree in Finance or related field

Tools

SQL

VBA

Python

Job description

Marsh Agency in Lisbon seeks an Investments Performance Analyst to create and enhance investment monitoring reports and factsheets, using Power BI and other tools to deliver clear, data-driven insights. The role collaborates with investment consultants and teams across Europe to support informed decision-making and high-quality reporting.

The candidate will drive the rollout of Power BI projects, manage requirements, and ensure timely delivery while mentoring junior colleagues and maintaining