Junior Investment Consulting Analyst

Há 6 dias

Beato António, Lisboa, Portugal Marsh McLennan Tempo inteiro
Company:MercerDescription:

We are seeking a talented individual to join our Investment Solutions Client 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.

Mercer is one of the largest and fastest-growing investment solutions entities globally. We have a new and exciting opportunity for a Consulting Analyst based in Portugal, to join our international Investment Solutions Client Team, which looks after over 600 clients across 25 countries, totaling over $160bn AUM.

You will be supporting a range of predominantly UK clients, with potential exposure to our wider European clients too, including Portuguese clients.

There are many names for 'Investment Solutions' around the world, including OCIO, delegated solutions, fiduciary management and implemented consulting, but they all center on the same thing – supporting institutional investors in an effort to meet their goals more efficiently. In the UK, our investors are predominantly defined benefit pension schemes, but we also work with a growing number of insurers, charities, endowments and foundations.

This is an exciting opportunity to join a highly successful client team with c.70 colleagues across the UK, Ireland, Lisbon and India. While based from Lisbon alongside the existing Lisbon-based members of our team.

We will count on you to:
  • As a Consulting Analyst, you will support Client Directors and Managers in delivering service excellence, investment advice and managing projects and ongoing workflow. Topics can vary across performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations. While the role requires strong technical / numerical skills, it also requires strong project management and communication skills to bring together all of the elements of Mercer's solutions for clients. You may also be given the opportunity to support one of our specialist teams in areas such as Responsible Investment, Fixed Income or Client Reporting.
  • The client team is the face of our Investment Solutions business, engaging directly with investors. As well as supporting our senior investment consultants/client directors, you will work closely with our wider functions including Strategy, Portfolio Management and Risk and Operations to deliver better outcomes and become a trusted advisor to our clients.

What you need to have:

  • Advanced English level (C1/C2).
  • A good understanding of investment markets and asset classes.
  • 1-2 years experience in an investment or finance related role, or to have recently graduated from a finance-related university program, with a desire to develop their understanding on the job as well as tackling the CFA or other investment-related exams.
  • Effective listening skills, strong communication and organisational skills, and a client focus to engage with colleagues and clients.
  • Ability to work within a team environment, share ideas and present persuasive arguments.
  • Excellent planning and organisational skills in order to prioritise and effectively manage a wide variety of ongoing tasks.

Why join our team:

  • 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.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh McLennan 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 McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

  • Junior Investment Strategy Analyst

    2 semanas atrás

    Beato António, Lisboa, Portugal Marsh McLennan Tempo inteiro

    Company:MercerDescription:We are seeking a talented individual to join our Strategy 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.The Strategy Team is part of the Wealth business line and is dedicated in supporting the client manager consultants in all...

  • Proposal Specialist

    Há 6 dias

    Beato António, Lisboa, Portugal Marsh McLennan Tempo inteiro

    Company:MercerDescription: We are seeking a talented individual to join our Sales Enablement 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. We will count on you to:Project manage proposals/presentations aligned with client requirements and company...

  • Junior Investment Consulting Analyst

    Há 3 dias

    Beato António, Portugal Marsh McLennan Tempo inteiro

    Company: Mercer Description: We are seeking a talented individual to join our Investment Solutions Client 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. Mercer is one of the largest and fastest-growing investment solutions entities globally. We have a new...

  • Junior Investment Strategy Analyst

    2 semanas atrás

    Beato António, Portugal Marsh McLennan Tempo inteiro

    Company: Mercer Description: We are seeking a talented individual to join our Strategy 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. The Strategy Team is part of the Wealth business line and is dedicated in supporting the client manager consultants in all...

  • Real Estate Investment Analyst

    Há 7 dias

    Beato António, Portugal PIC Funds Tempo inteiro

    Real Estate Investment Analyst: About PIC Funds: PIC Funds is a Portuguese-regulated investment management company with €145 million in assets under management, across 4 real estate investment vehicles. Based at the Hyatt Regency Lisbon, PIC Funds is part of the Al-Bahar Investment Group, a global conglomerate pioneer in the development of integrated and...

  • Investment Strategy Analyst – UK Pensions market

    Há 2 dias

    Beato António, Portugal Marsh McLennan Tempo inteiro

    Company: Mercer Description: We are seeking a talented individual to join our Strategy 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. Mercer has been providing investment services to clients for over 45 years and has the largest institutional investor...

  • Investment Analyst — Turnaround

    2 semanas atrás

    Beato António, Portugal Restart Capital PT Tempo inteiro

    Join a forward-thinking company as an Investment Analyst, where your passion for connecting with people will drive remarkable outcomes. In this dynamic role, you'll take ownership of projects, set ambitious goals, and collaborate with high-performing teams across five markets. Experience the thrill of working in a fast-paced environment, where your...

  • Analyst

    2 semanas atrás

    Beato António, Portugal Restart Capital PT Tempo inteiro

    A financial services firm in Lisboa is looking for an Analyst to join their team. This role involves sourcing and analyzing investment opportunities, supporting business plan design, and engaging directly with investors. Candidates should have a strong background in finance or consulting, advanced Excel and PowerPoint skills, and be fluent in both English...

  • Junior Derivatives Analyst

    1 semana atrás

    Beato António, Portugal act digital Tempo inteiro

    We are looking for a Junior Derivatives Analyst, that will be responsible for supporting the pricing and control of exotic derivative products, ensuring smooth operational flows and strong adherence to internal risk and control frameworks. Working closely with Front Office, Risk, and Back Office teams, you will help maintain data integrity, monitor trade...

  • Junior Finance Analyst – Fp&A

    1 dia atrás

    Beato António, Portugal iU Talent Tempo inteiro

    Na iU Talent, acreditamos que o verdadeiro sucesso nasce da combinação perfeita entre pessoas felizes, talento genuíno, compromisso inabalável e o poder da tecnologia. Neste momento, estamos à procura de um Junior Finance Analyst – FP&A (M/F) para se juntar a uma empresa líder no setor de serviços portuários e logísticos. Responsabilidades: -...

  • Actuarial Analyst

    1 dia atrás

    Beato António, Portugal Willis Towers Watson Tempo inteiro

    DescriptionThe CompanyWTW is an award-winning advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.From the Titanic ship in 1912 to The Moon Buggy in 1971, WTW has a richness in [insurance] history dating back to 1828.The RoleAs a Junior Actuarial Consultant at WTW, you'll collaborate with both local...

  • Analyst

    1 semana atrás

    Beato António, Portugal Restart Capital PT Tempo inteiro

    Are you ready to thrive in a dynamic and exhilarating environment where you'll be entrusted with significant responsibilities? Are you seeking to join an extraordinary team of young, motivated, and highly ambitious individuals? If you have a genuine passion for connecting with people and driving remarkable outcomes, then you could be the perfect fit for our...