Junior Investments Performance Analyst

About the role

Marsh is looking for a Junior Investments Performance Analyst to join its Investments Performance Reporting Team within the People & Investments business. The role is based in Lisbon and is hybrid, with at least three days a week spent in the office. The team produces investment monitoring reports for clients across Europe and growth markets, covering asset allocation, performance, risk, funding levels, research topics and strategy updates.

Key responsibilities

• Produce investment monitoring reports on asset allocation, performance, risk, funding levels, pricing and investment strategy.
• Analyse, evaluate and interpret quantitative and qualitative investment information.
• Critically review portfolio results and investigate unusual or unexpected outcomes.
• Present complex information clearly to investment consultants and other stakeholders.
• Liaise with Marsh colleagues, asset managers and external parties to clarify information and resolve issues.
• Apply investment methodologies and assumptions consistently, raising questions when results look unexpected.
• Manage multiple deliverables and deadlines, and contribute ideas to improve data quality, automation and reporting processes.

Required profile

• Degree or master's in Finance, Economics, Management, Mathematics, Engineering or similar.
• Fluent written and spoken English (B2/C1).
• Genuine interest in investments, financial markets and portfolio analysis.
• Strong analytical, problem-solving and organisational skills, with good communication and teamwork abilities.

Required skills

• Strong Microsoft Office skills, particularly Excel.
• Nice to have: knowledge of Python and Power BI, and familiarity with SQL, VBA or other data analysis and automation tools.
• An interest in pursuing the CFA, CIPM or another relevant investment qualification.

What we offer

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