Mercer Portugal is seeking candidates for the following position based in Lisbon:
INVESTMENTS PERFORMANCE ANALYST
What can you expect?
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;
Be an integral part of an exciting project, where we support our UK Wealth business;
Work directly and daily with UK-based Investments Consultants colleagues in several UK office locations.
What is in it for you?
Be part of a dynamic and high impact group of people.
Excellent opportunity to gain investment skills within pension solutions;
Contact with several Mercer teams in the UK as well as external parties;
Excellent on the job training and support;
Flexible work environment and hybrid work from home policy.
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;
Follow-up with consulting teams, suggesting approaches and clarifying details of reports produced;
Be responsible for thorough analysis of portfolios to help stakeholders make better investment decisions;
Support consultants when appropriate on a technical perspective (methodologies, assumptions) and client reporting queries.
What you need to have:
Degree or Master's in finance, Economics, Management, Mathematics, Engineering, or similar.
Strong Microsoft Office skills;
Fluent English level;
Strong analytical skills, ease with VBA/Python/R is a plus;
Attention to detail is critical;
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.
About Mercer
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's over 25,000 employees are based in 44 countries and operates in over 130. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. For more information, visit https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer.
Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.
Welcome to Brighter!
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