Junior Investments Analyst – Hybrid in Lisbon

Mercer; Viseu; Híbrido; EUR 35 000 - 48 000; Tempo integral

Resumo da oferta

Mercer in Lisbon, Portugal seeks a Junior Investments Consulting Analyst for a hybrid role requiring in-office presence at least three days per week. You will join the Investments team and support consultants in managing client portfolios and producing investment reports.

Responsibilities include drafting correspondence, preparing trustee packs, updating compliance documents, and communicating changes to members, while developing client relationships and Excel-based analyses.

Qualificações

• Bachelor's or Master's degree in Finance, Economics, Mathematics, Management, or a related field.
• Professional or academic background in Finance/Investments is desirable.
• Understanding of pensions, investment markets, and asset classes.
• Excellent written and spoken English communication skills (C1/C2).
• Strong planning and organisational skills, with a proactive and goal-oriented approach to prioritising and managing a wide range of ongoing tasks effectively.
• Ability to build strong working relationships with colleagues and clients, and confidence in dealing with client contacts.
• Advanced Microsoft Office skills, particularly strong working knowledge of Microsoft Excel, Word, and 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 any changes to their plan.
• Support the business with non-client-related tasks, including the implementation and updating of investment templates, lifestyle strategy reviews, and investment committee materials.
• Participate in project work as required, including work outside investment-related topics.

Conhecimentos

English proficiency (C1/C2)

Planning & organization

Client relationship building

Formação académica

Bachelor's or Master's in Finance/Economics/Mathematics/Management

Ferramentas

Microsoft Excel

Microsoft Word

PowerPoint

Descrição da oferta de emprego

Mercer in Lisbon, Portugal seeks a Junior Investments Consulting Analyst for a hybrid role requiring in-office presence at least three days per week. You will join the Investments team and support consultants in managing client portfolios and producing investment reports.

Responsibilities include drafting correspondence, preparing trustee packs, updating compliance documents, and communicating changes to members, while developing client relationships and Excel-based analyses.