Junior Investments Performance Analyst

Marsh & McLennan Companies; Portugal; Híbrido; EUR 40 000 - 60 000; Tempo integral

Resumo da oferta

A global professional services company is seeking an Investments Performance Analyst to join its team in Lisbon. This hybrid role requires working at least three days a week in the office. The candidate will be responsible for producing monitoring reports for UK pension funds, engaging with external entities, and supporting investments consultants. A degree in finance or similar, alongside strong analytical and Microsoft Office skills, is required. The ideal candidate will possess attention to detail and fluency in English.

Serviços

Professional development opportunities

Inclusive work culture

Career opportunities and benefits

Qualificações

• Degree or Master’s in finance, Economics, Management, Mathematics, Engineering, or similar.
• Interest in Investments/Finance.
• Strong Microsoft Office skills.
• Fluent English level (fluency in other languages is a plus).
• Proven knowledge and ease with SQL/VBA/Python.
• Attention to detail is critical.

Responsabilidades

• Produce investments monitoring reports for pension funds with quantitative and qualitative analysis and performance appraisal.
• Contact external entities (such as asset managers) to validate customer information.
• Compile information and prepare analysis, evaluation and interpretation of results.
• Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions.
• Support Investments consultants when appropriate on a technical perspective (methodologies, assumptions) and client reporting queries.

Conhecimentos

Attention to detail

Problem-solving skills

Microsoft Office skills

Fluent English

SQL

VBA

Python

Formação académica

Degree or Master’s in finance, Economics, Management, Mathematics, Engineering

Descrição da oferta de emprego

Company: Mercer Description: 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.

As an Investments Performance Analyst, you will be responsible for producing various investments monitoring reports for UK pension funds, which include asset allocation, performance, risk analysis, price/performance assessment and strategy updates.

You’ll be an integral part of an exciting project, where we support our Wealth business.

You’ll work directly and daily with other Europe-based Investments Consultants and colleagues.

Responsibilities

• Be part of a culture of having fun while delivering results with a high-quality standard;
• Produce investments monitoring reports for pension funds with quantitative and qualitative analysis and performance appraisal;
• Contact external entities (such as asset managers) to validate customer information;
• Compile information and prepare analysis, evaluation and interpretation of results;
• Follow-up with other Mercer teams, suggesting approaches and clarifying details of reports produced;
• Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions;
• Support Investments consultants when appropriate on a technical perspective (methodologies, assumptions) and client reporting queries;
• Be an agent of change constantly contributing to improve current processes;
• Help implement new projects that will support the team to be more efficient

Qualifications

• Degree or Master’s in finance, Economics, Management, Mathematics, Engineering, or similar;
• Interest in Investments/Finance;
• Strong Microsoft Office skills;
• Fluent English level (fluency in other languages is a plus);
• Proven knowledge and ease with SQL/VBA/Python;
• Attention to detail is critical.

Desired Qualities

• Strong problem‑solving skills & ability to clearly articulate complex issues;
• Excellent planning and organizational skills to prioritize and effectively manage a wide variety of ongoing tasks;
• Proactive and goal oriented.

Benefits

• 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 McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of 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 McLennan 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 McLennan 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.