Company:
Mercer
Description:
We are seeking a talented individual to join our Investments Performance Reporting 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.
The Investments Performance Reporting Team is responsible for the production of investments monitoring reports for pension funds from several European countries and Growth Markets, which include asset allocation, performance and risk analysis, funding level monitoring, research topics and strategy updates.
As an Investments Performance Analyst, you will be responsible for the production of various investments monitoring reports for pension funds, which include asset allocation, performance, risk analysis, price/performance assessment and strategy updates.
You will work directly and daily with other Europe-based Investments consultants and colleagues.
We will count on you to:
- 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.
- Acting as a peer reviewer and mentor for junior colleagues.
- Follow-up with other Mercer teams, suggesting approaches and clarifying details of Investments Analysis produced.
- Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions.
- Work collaboratively with other Mercer Teams by providing your Investments Technical perspective (defining methodologies, assumptions), support with client queries and leading ad-hoc projects.
- Be an agent of change constantly contributing to improve current processes.
- Lead the implementation of projects that will support the team to be more efficient.
What you need to have:
- Fluent English level (minimum C1).
- Degree or Master’s in Finance, Economics, Management, Mathematics, Engineering, or similar.
- CFA or CIPM Charter holder (not mandatory but it will be a plus).
- Proven experience in the Investments Industry (3-5 years minimum).
- Strong Microsoft Office skills.
- Strong analytical skills.
- Ease with SQL/VBA/Python and Power BI.
What makes you stand out?
- Attention to detail.
- Positive and proactive attitude.
- Ability to thrive in a dynamic, high-performing team, supporting colleagues and clients while managing your own tasks and projects.
- Excellent interpersonal skills - focus on providing the best client experience.
- Strong problem-solving skills & ability to clearly articulate complex issues.
- Excellent planning and organisational skills in order to prioritize and effectively manage a wide variety of ongoing tasks.
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.
Mercer is a business of Marsh (NYSE: MRSH), 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 about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh 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 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.