Junior Investments Consulting Analyst

Mercer; Loures; Híbrido; EUR 25 000 - 35 000; Tempo integral

Resumo da oferta

A leading global consulting firm in Lisbon is seeking a junior analyst to join their Pensions Market team. This hybrid role involves supporting senior analysts in investment advice, drafting presentations, and liaising with investment managers. Candidates should have a relevant degree, excellent analytical and communication skills, and be fluent in English. This position offers professional development opportunities and a collaborative work environment.

Serviços

Professional development opportunities

Supportive leadership

Inclusive company culture

Qualificações

• Fluent in English (minimum C1 level).
• Strong sense of ownership in work with attention to standards and deadlines.
• Self-motivated and able to manage multiple tasks.

Responsabilidades

• Support senior analysts and consultants in investment advice.
• Draft client presentations and prepare meeting materials.
• Liaise with external investment managers and internal teams.
• Learn with peers and meet billable targets.

Conhecimentos

Analytical skills

Interpersonal skills

Communication skills

Microsoft Office proficiency

Formação académica

Bachelor/Master’s degree in relevant field

Descrição da oferta de emprego

Overview

We are seeking a talented individual to join our UK Pensions Market team at Mercer. 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.

This is an exciting opportunity to join a successful team and make a meaningful impact on the future of major organisations. You will work within a team of 25 professionals who operate as an extension of the Wealth Investment Consulting teams at Mercer UK.

This team provides investment advice to clients across various segments, including Defined Benefit and Local Governance pension schemes, as well as Endowments and Foundations in the UK.

We are looking for a junior analyst eager to embark on a challenging medium to long-term journey towards the consultant role, progressing through junior and associate levels. This individual will collaborate closely with consultants in both the UK and Portugal, as well as with Investment specialist service teams, to ensure that clients receive high-quality offer from Mercer.

Responsibilities

• Support senior analysts and consultants in providing advice to the asset portfolio throughout all stages of the investment cycle, including setting the client’s objectives and strategy.
• Support consultants in drafting client presentations, meeting agendas/minutes and any other required meeting materials.
• Liaise closely with external investments managers and other third parties; as well as with internal teams such as Performance Reporting, Transitions, Research, Actuarial.
• Learn with peers and be proactive in meeting billable targets.

What you need to have

• Bachelor/ Master’s degree in engineering, math, actuarial science, statistics, economics, finance, management or related field.
• Fluent in English (minimum C1 level).
• A strong sense of ownership in your work, consistently ensuring that standards and deadlines are met.
• A collaborative team player with excellent interpersonal and communication skills.
• Proven analytical skills, demonstrated through academic achievements.
• Self-motivated with a genuine eagerness to contribute to the business and managing multiple tasks.

What makes you stand out

• A quick learner, enthusiastic about developing proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Patience and willingness to also learn on the job, collaborating with peers and performing ad hoc administrative tasks as needed.

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.