Junior Investment Performance Analyst – Hybrid in Lisbon

Marsh Agency; Lisboa; Híbrido; EUR 28.000 - 42.000; Jornada completa

Descripción de la vacante

Marsh is seeking a Junior Investment Performance Analyst to join our Investments Performance Reporting Team in Lisbon. You will help pension funds and institutional investors understand portfolio performance, risk and drivers, and develop reporting solutions for Europe.

You will work with investment data, apply analytical methodologies, and communicate findings to investment consultants and stakeholders across Europe. This hybrid role requires in-office presence at least three days per week.

Formación

• Degree or master’s in Finance, Economics, Management, Mathematics, Engineering, or similar.
• Fluent written and spoken English (B2/C1).
• A genuine interest in investments, financial markets and portfolio analysis.
• Strong analytical and problem-solving skills.
• The ability to work with data, identify inconsistencies and draw meaningful conclusions.
• The ability to communicate technical or complex topics clearly to different audiences.
• Excellent communication and interpersonal skills.
• A collaborative, team-oriented approach, with the confidence to work with colleagues and external stakeholders.
• Strong organisational skills and the ability to prioritise and manage multiple tasks.
• A proactive, curious and continuous-improvement mindset.
• Strong Microsoft Office skills, particularly Excel.

Responsabilidades

• Produce investment monitoring reports covering asset allocation, performance, risk, funding levels, pricing and investment strategy.
• Analyze, evaluate and interpret quantitative and qualitative investment information.
• Critically review portfolio results and investigate unusual or unexpected outcomes.
• Present complex information clearly to investment consultants and other stakeholders.
• Liaise with Marsh colleagues, asset managers and external parties to clarify information and resolve issues.
• Apply investment methodologies and assumptions consistently, while raising questions when results do not appear as expected.
• Take ownership of your work and manage multiple deliverables and deadlines effectively.
• Contribute ideas to improve data quality, automation, reporting processes and team efficiency.
• Maintain a high level of attention to detail while keeping sight of the broader business and client impact.
• Contribute to a collaborative, international team that values high-quality work and a positive working environment.

Conocimientos

Fluent English

Analytical skills

Problem-solving

Educación

Finance/Economics/Management/Math/Engineering degree

Herramientas

Power BI

Python

SQL

VBA

Descripción del empleo

Marsh is seeking a Junior Investment Performance Analyst to join our Investments Performance Reporting Team in Lisbon. You will help pension funds and institutional investors understand portfolio performance, risk and drivers, and develop reporting solutions for Europe.

You will work with investment data, apply analytical methodologies, and communicate findings to investment consultants and stakeholders across Europe. This hybrid role requires in-office presence at least three days per week.