About The Position

Marsh’s Investments business provides investment services, guidance, and solutions to corporate pension funds and 401(k) plans, foundations, endowments, wealth managers, and other institutional investors. The Investment Analyst will use analytical and communication skills to help the team achieve clients’ investment goals. The role is part of the Investments team within Marsh’s People and Investments business and is based in King of Prussia, Pennsylvania. It is hybrid, with at least three days per week in the office or with clients. Candidates must be available Monday through Friday for the full-time role. The analyst will assess investment markets, managers, and portfolio characteristics; analyze investment performance and client-specific data; support reporting and presentations; coordinate data collection with external vendors; monitor investment management firms; and assist with investment-related research and activities. The anticipated start date is January 2027 or sooner, and selected candidates must be available to start immediately. Relocation assistance is not offered. Marsh is a global provider of risk, reinsurance and capital, people and investments, and management consulting services. The company states its commitment to an inclusive work environment and offers accommodations during the application or interview process upon request.

Requirements

  • Bachelor’s degree in finance, economics, mathematics, or another business-related area with strong quantitative and analytical course content.
  • Minimum GPA of 3.0/4.0.
  • Expected graduation date no later than fall 2026.
  • Legal authorization to work in the United States permanently and on an ongoing basis without current or future sponsorship.
  • Strong quantitative and qualitative analytical skills and working knowledge of Microsoft Word, Excel, and PowerPoint.
  • Strong written and verbal communication and interpersonal skills.
  • Ability to analyze information, identify key insights, and communicate them clearly.
  • Attention to detail, sound judgment, and strong organizational skills.
  • Ability to work collaboratively in teams and remain flexible under tight deadlines and changing client needs.
  • Candidates must be available for the full-time role Monday through Friday and be able to start immediately if selected.

Nice To Haves

  • Knowledge of data analysis, project management, and presentation design.
  • Intellectual curiosity and interest in investments and financial markets.
  • Initiative, adaptability, and willingness to learn.

Responsibilities

  • Analyze investment markets, investment managers’ styles, and portfolio characteristics, and evaluate their impact on investment performance each quarter.
  • Produce accurate, detailed client reports by analyzing client-specific investment data in support of consulting colleagues.
  • Assist in preparing quarterly presentations covering the economy, domestic and international stock and bond markets, economic trends, and regulatory changes affecting investments.
  • Collect data for quarterly performance reports and analyze client portfolio performance, including the performance of funds within clients’ investment options.
  • Coordinate collection of client-specific data from external vendors for reporting.
  • Monitor developments at investment management firms and notify clients of critical issues accurately and promptly.
  • Support investment manager searches, mutual fund selection, asset allocation studies, and other investment-related activities.
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