Junior Investment Strategy Analyst – UK market

Marsh Agency; Lisboa; Hybrid; EUR 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid work arrangement

Professional development opportunities

Job summary

Marsh Agency in Lisbon seeks an Investment Strategy Analyst to support the Strategy and Sustainability team. This hybrid role requires at least three days in the office weekly and involves collaborating with UK teams on investment strategy and ESG assessments.

You will perform strategic financial analysis and modelling for UK pension funds and gain experience across Marsh's Wealth, Investments, and client solutions groups.

Qualifications

• Bachelor or Master’s degree in finance, math, actuarial science, economics, or related field.
• Fluent in English at C1 level or higher.
• Strong analytical thinking and ability to work logically through tasks.
• Ability to work in a team and build relationships with stakeholders.
• Experience with AI tools and models.

Responsibilities

• Collaborate with the UK Investment Consulting team on liability driven investments and asset liability modelling.
• Monitor investment impact on sustainability metrics and carbon emissions.
• Perform ESG assessments of Marsh clients.
• Contribute to product development for Investment Consulting and standardization.
• Adopt and utilize AI tools in day-to-day operations.
• Support the Investment Solutions teams in the UK with strategic analysis.

Skills

English (C1)

Analytical skills

Team collaboration

AI tools experience

Excel proficiency

Interest in financial markets

Education

Bachelor/Master in finance or related field

Tools

Excel

Job description

We are seeking a talented individual to join our Investments Strategy and Sustainability 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 Strategy Team is part of the Wealth business line and is dedicated to supporting client manager consultants on projects related to our clients’ investment strategies. As an Investment Strategy Analyst, you will specialize in strategic financial analysis and modelling, primarily for UK pension funds.

You will play an integral role in an exciting project supporting our Investment Solutions teams based in the UK. As you develop your skills and knowledge, you will take on additional responsibilities and have the opportunity to enhance your expertise, learn from others and build a strong foundation for your career growth.

We Will Count On You To

• Work closely with UK Investment Consulting team to produce diverse client work, specifically on Liability Driven Investments and Asset Liability modelling.
• Monitor and evaluate the impact of investments on sustainability metrics, such as carbon emissions.
• Perform ESG assessments of Marsh clients
• Work closely with UK business to develop, standardize and improve products for Investment Consulting;
• Use and adopt AI tools to day-to-day operations.

What You Need To Have

• Bachelor/ Master’s degree in finance, math, actuarial science, economics, management or related field.
• Fluent in English (minimum C1 level).
• Good analytical skills and ability to work through tasks in a logical manner.
• Ability to work as part of a team and build strong relationships with peers, colleagues and other stakeholders.
• Able to take ownership of your work, ensuring standards and deadlines are met and keeping others informed and up-to-date.Able to work well under pressure, with the ability to prioritize and manage multiple tasks.
• Experience in use of AI tools and models.

What makes you stand out?

• Comfortable with Excel.
• Passion for Financial Markets.

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 providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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.