Junior Investments Consulting Analyst – Ireland

Marsh; Lisboa; Híbrido; EUR 45 000 - 65 000; Tempo integral

Resumo da oferta

Mercer in Lisbon is seeking a talented Investments team member to join as an Investment Consultant. The role is hybrid, requiring at least three days in the office each week, and involves supporting a wide range of investment consulting activities for corporate and trustee clients.

You will collaborate daily with Irish-based consultants and support teams in Portugal and Ireland to coordinate and deliver exceptional service to clients, contributing across all stages of the investment consultancy

Qualificações

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Management, or related field.
• Understanding of pensions, investment markets, and asset classes.
• Excellent written and spoken English (C1/C2).
• Advanced MS Office skills (Excel, Word, 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 changes to their plan.
• Support the business with investment templates, lifestyle strategy reviews, and investment committee materials.
• Participate in project work, including non-investment topics.

Conhecimentos

English proficiency (C1/C2)

Planning & organisational skills

Relationship building

Client service orientation

Formação académica

Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Management, or related field

Ferramentas

Microsoft Excel

Microsoft Word

PowerPoint

Descrição da oferta de emprego

We are seeking a talented individual to join our Investments 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.

Join our Investment Consultant team and support a wide range of investment consulting activities for both corporate and trustee clients.

You will work closely with Ireland-based consultants and support teams in Portugal and Ireland to help coordinate and deliver exceptional service to our clients.

This is a unique opportunity to join a young, growing, and successful team in Portugal at an exciting time of change and opportunity.

You will collaborate daily with Irish-based consultants and contribute across all stages of the investment consultancy process for Irish DC pension funds.

We will count on you to:

• 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.

What you need to have:

• 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.

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.