Investments Performance Analyst
Há 1 mês
Investments Performance Analyst Role Overview
Mercer Portugal is seeking a skilled Investments Performance Analyst to join our team in Lisbon. As an integral part of our UK Wealth business, you will be responsible for producing various investments monitoring reports for UK pension funds, including asset allocation, performance, risk analysis, price/performance assessment, and strategy updates.
Key Responsibilities:
- Produce investments monitoring reports with quantitative and qualitative analysis and performance appraisal.
- Contact external entities 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 on a technical perspective and client reporting queries.
Requirements:
- Degree or Master's in finance, Economics, Management, Mathematics, Engineering, or similar.
- Strong Microsoft Office skills.
- Fluent English level.
- Strong analytical skills, with ease with VBA/Python/R a plus.
- Attention to detail is critical.
- Strong problem-solving skills and 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. With over 25,000 employees in 44 countries and operations in over 130, Mercer is a business of Marsh McLennan, the world's leading professional services firm in the areas of risk, strategy, and people.
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