Investment Consulting Analyst

Marsh McLennan • San Antonio, TX

3d • Hybrid

About The Position

We are seeking a talented individual to join our UK Pensions Market 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. This is an exciting opportunity to join a successful team and make a meaningful impact on the future of major organizations. You will work within a team of 25 professionals who operate as an extension of the Wealth Investment Consulting team at Mercer UK. This team provides investment advice to clients across various segments in the UK, including Private Defined Benefit and Local Government Pension Schemes, Endowments and Foundations and Family Offices. We are looking for an investments analyst eager to embark on a challenging medium to long-term journey towards the consultant role, progressing through analyst and associate levels. This individual will collaborate closely with consultants in both the UK and Portugal, as well as with Investment specialist service teams, to ensure that clients receive high-quality offer from Mercer.

Requirements

• Minimum 3 years experience in similar role in finance.
• Bachelor/ Master’s degree in engineering, math, actuarial science, statistics, economics, finance, management, or related field.
• Fluent in English (minimum C1 level).
• A collaborative team player with excellent interpersonal and communication skills.
• Experience of project management, a strong sense of ownership in your work, consistently ensuring that standards and deadlines are met.
• Proven analytical skills, demonstrated through academic or professional achievements.
• Self-motivated with a genuine eagerness to contribute to the business and managing multiple tasks.

Nice To Haves

• A quick learner, enthusiastic about developing proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Accountable to also learn on the job, collaborating with peers and performing ad hoc client support tasks as needed.
• Passion for Investments and translate analytics to clients.
• CFA applicant.

Responsibilities

• Support senior analysts and consultants in providing advice to the asset portfolio throughout all stages of the investment cycle, including setting the client’s objectives and strategy.
• Support consultants in drafting client presentations, meeting agendas/minutes and any other required meeting materials.
• Liaise closely with external investments managers and other third parties; as well as with internal teams such as Performance Reporting, Transitions, Research, Actuarial.
• Learn with peers and be proactive in meeting billable targets.
• Develop and grow from Investment analyst to client facing consultant.

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 is committed to creating a diverse, inclusive and flexible work environment.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level