Junior Investments Consulting Analyst

Marsh McLennanSan Antonio, TX
21hHybrid

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 organisations. You will work within a team of 25 professionals who operate as an extension of the Wealth Investment Consulting teams at Mercer UK. This team provides investment advice to clients across various segments, including Defined Benefit and Local Governance pension schemes, as well as Endowments and Foundations in the UK. We are looking for a junior analyst eager to embark on a challenging medium to long-term journey towards the consultant role, progressing through junior 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

  • Bachelor/ Master’s degree in engineering, math, actuarial science, statistics, economics, finance, management or related field.
  • Fluent in English (minimum C1 level).
  • A strong sense of ownership in your work, consistently ensuring that standards and deadlines are met.
  • A collaborative team player with excellent interpersonal and communication skills.
  • Proven analytical skills, demonstrated through academic 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.
  • Patience and willingness to also learn on the job, collaborating with peers and performing ad hoc administrative tasks as needed.

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.

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.
  • All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week.
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