Junior Investments Performance Analyst

Marsh Agency; Lisboa; Hybrid; EUR 28,000 - 42,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Fluent English

Analytical skills

Problem-solving

Education

Finance/Economics/Management/Math/Engineering degree

Tools

Power BI

Python

SQL

VBA

Job description

We are seeking a talented individual to join our Investments Performance Reporting 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.

Our Investment Performance Reporting Team produces investment monitoring reports for clients across Europe and growth markets. These reports cover asset allocation, investment performance and risk, funding levels, research topics and investment strategy updates.

As a Junior Investment Performance Analyst, you will help pension funds and institutional investors understand how their portfolios are performing, where risks may emerge and what is driving results. You will work with investment data, apply analytical methodologies, investigate performance and risk outcomes, develop and enhance reporting solutions, and communicate your findings to investment consultants and other stakeholders across Europe.

Your work will support better-informed investment decisions and contribute to the delivery of high-quality wealth and retirement solutions for our clients.

We Will Count On You To

• 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.

What You Need To Have

• Degree or master’s inFinance, 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.

What makes you stand out?

• An interest in pursuing the CFA, CIPM or another relevant investment qualification in the future.
• Knowledge of Python and Power BI.
• Familiarity with SQL, VBA or other data analysis and automation tools.

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.