Investments Performance Analyst

Marsh; Lisboa; Hybrid; EUR 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work arrangement

Professional development opportunities

Inclusive culture

Job summary

Marsh in Lisbon seeks an Investments Performance Analyst to produce investment monitoring reports, asset allocation, performance and risk analysis, and strategy updates. You’ll join a Europe-wide team and drive a new Dutch client project, working with consultants across Europe.

The role emphasizes Power BI development, data visualization, and delivering high-quality analyses, with a hybrid work arrangement requiring three days/week in the office.

Qualifications

• Degree or Master’s in Finance, Economics, Management, Mathematics, Engineering, or a related field.
• CFA or CIPM charterholder is a plus.
• Proven experience in the investment industry: minimum 3-5 years.
• Fluent English; other languages (Dutch) are a plus.
• Strong analytical skills.
• Power BI proficiency with dashboard/report creation and data visualization.
• Experience in project management or leading project initiatives.
• Familiarity with SQL, VBA, or Python is highly desirable.
• Attention to detail.

Responsibilities

• Lead and contribute to the production of investments monitoring reports and factsheets, ensuring accuracy and insightful analysis.
• Contribute to a Power BI project setup, including project planning, stakeholder communication, and delivery management.
• Contact external entities (such as asset managers) to validate customer information.
• Compile information and prepare analysis, evaluation, and interpretation of results.
• Act as a peer reviewer and mentor for junior colleagues.
• Follow up with other Marsh teams, suggesting approaches and clarifying details of Investments Analysis produced.
• Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions.
• Work collaboratively with other MarshTeams by providing your Investments technical perspective (defining methodologies, assumptions), support with client queries, and leading ad-hoc projects.
• Be an agent of change, constantly contributing to improving current processes.
• Lead the implementation of projects that will support the team to be more efficient, with a particular focus on Power BI-driven automation and reporting enhancements.

Skills

Fluent English

Analytical skills

Project management

SQL

VBA

Python

Attention to detail

Education

Degree in Finance/Economics/Management/Math/Engineering

CFA or CIPM

Tools

Power BI

Job description

We are seeking a talented individual to join our Investments Performance Reporting team, part of our People & Investments business at Marsh. This role will be based in Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Investments Performance Reporting Team is responsible for the production of investments monitoring reports and factsheets for Europe clients, which include asset allocation, performance and risk analysis, funding level monitoring, research topics and/or strategy updates.

As an Investments Performance Analyst, you will be responsible for producing a range of investment monitoring reports, including asset allocation, performance, risk analysis, price/performance assessment, and strategy updates. You will be an integral part of an exciting new project for Netherlands clients, where you will play a key role in setting up and driving the initiative. You will also work directly and daily with other Europe-based Investments consultants and colleagues.

We will count on you to:

• Be part of a culture of having fun while delivering results with a high-quality standard.
• Lead and contribute to the production of investments monitoring reports and factsheets, ensuring accuracy and insightful analysis.
• Contribute to a Power BI project setup, including project planning, stakeholder communication, and delivery management.
• Contact external entities (such as asset managers) to validate customer information.
• Compile information and prepare analysis, evaluation, and interpretation of results.
• Act as a peer reviewer and mentor for junior colleagues.
• Follow up with other Marsh teams, suggesting approaches and clarifying details of Investments Analysis produced.
• Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions.
• Work collaboratively with other MarshTeams by providing your Investments technical perspective (defining methodologies, assumptions), support with client queries, and leading ad-hoc projects.
• Be an agent of change, constantly contributing to improving current processes.
• Lead the implementation of projects that will support the team to be more efficient, with a particular focus on Power BI-driven automation and reporting enhancements.

What you need to have:

• Degree or Master's in Finance, Economics, Management, Mathematics, Engineering, or a related field.
• CFA or CIPM charterholder is a plus.
• Proven experience in the investment industry: minimum 3-5 years.
• Fluent English (other languages, especially Dutch, are a plus).
• Strong analytical skills.
• Proficiency in Power BI is essential, including experience in dashboard/report creation and data visualization.
• Experience in project management or leading project initiatives.
• Familiarity with SQL, VBA, or Python is highly desirable.
• Attention to detail.

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 creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of 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.