Investments Performance Analyst

About the role

Marsh is seeking an Investments Performance Analyst for its Investments Performance Reporting team, part of the People & Investments business. The role is based in Lisbon and is hybrid, with at least three days a week spent in the office. You will produce and enhance investment monitoring reports and fact sheets covering asset allocation, investment performance, risk analysis, performance assessment and strategy updates.

Key responsibilities

• Produce and enhance investment monitoring reports and fact sheets using Power BI and other tools, ensuring they are accurate, clear, insightful and delivered on time.
• Support the setup and rollout of a Power BI project, including planning, requirements gathering, stakeholder communication, prioritization, issue management and delivery coordination.
• Analyze portfolios and investment data to help stakeholders make better-informed decisions, and compile information and interpret results.
• Maintain close contact with external entities such as asset managers to validate client and investment information.
• Act as a peer reviewer and guide junior colleagues, and follow up with other Marsh teams on investment analysis and reporting requirements.
• Challenge existing processes, contribute to ad hoc projects and process improvement initiatives, and define methodologies and assumptions with Marsh teams.

Required profile

• Degree or master's degree in Finance, Economics, Management, Mathematics, Engineering or another relevant field.
• Three to five years of relevant experience in investment performance, reporting, portfolio analytics, financial reporting, business intelligence or a related field.
• Fluent written and spoken English, as the role involves regular interaction with colleagues and stakeholders across Europe.
• Experience contributing to automation, process-improvement or technology-related initiatives.
• Strong analytical, communication and stakeholder-management skills, with attention to detail and ability to meet deadlines.
• Experience in the investments industry is desirable; candidates from other data-intensive industries with relevant reporting or BI experience will also be considered.

Required skills

• Hands-on Power BI experience, including dashboards, reports, data work and data visualizations (essential).
• Experience with SQL, VBA, Python or other data and automation tools is a plus.
• Experience using AI tools to improve productivity, reporting or analysis is a plus.
• CFA or CIPM charter holder, or progress towards one, is a plus.

What we offer

• Professional development opportunities and supportive leadership.
• A vibrant, inclusive culture and a range of career opportunities.
• Benefits and rewards to support well-being.