Investments Consulting Analyst Trainee

Company:

Mercer

Description:

We are seeking a talented individual to join our UK Investments Market 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.

This team provides investment advice to clients across various segments in the UK, including Private Defined Benefit and Local Government Pension Schemes, Endowments and Foundations and Family Offices.

We are looking for an investments analyst trainee eager to embark on a challenging medium to long-term journey towards the consultant role, progressing through analyst and associate levels. This individual will collaborate closely with consultants in both the UK and Portugal, as well as with Investment specialist service teams, to ensure that clients receive high-quality offer from Mercer.

We will count on you to:

• Support senior analysts and consultants in providing advice to the asset portfolio throughout all stages of the investment cycle, including setting the client’s objectives and strategy.

• Support consultants in drafting client presentations, meeting agendas/minutes and any other required meeting materials. 

• Liaise closely with external investments managers and other third parties; as well as with internal teams such as Performance Reporting, Transitions, Research, Actuarial.

• Learn with peers and be proactive in meeting billable targets.

• Develop and grow from Investment analyst to client facing consultant.

What you need to have:

• Bachelor/ Master’s degree in, economics, finance, management, or related field.

• Fluent in English (minimum C1 level); a collaborative team player with excellent interpersonal and communication skills.

• Strong sense of ownership in your work, consistently ensuring that standards and deadlines are met.

• Proven analytical skills, demonstrated through academic or professional achievements.

• Self-motivated with a genuine eagerness to contribute to the business and managing multiple tasks.

What makes you stand out?

• A quick learner, enthusiastic about developing proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

• Accountable to also learn on the job, collaborating with peers and performing ad hoc client support tasks as needed.

• Passion for Investments and translate analytics to clients. CFA applicant.

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 an impact on 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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 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 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.