Investments Performance Analyst

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Investments Performance Analyst | JobCheckPoint

Company:

Marsh

Description:

We are seeking a talented individual to join our Investments Performance Reporting team, part of our People & Investments business at Marsh. 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.

As an Investments Performance Analyst, you will produce and enhance investment monitoring reports and fact sheets covering asset allocation, investment performance, risk analysis, performance assessment and strategy updates.

Using Power BI and other reporting tools, you will develop clear, reliable, and insightful dashboards and reporting solutions that support informed investment decision-making.

You will work closely with investment consultants and colleagues across Europe, collaborating across teams to deliver high-quality, client-focused reporting solutions.

We will count on you to:

Contribute to a culture of collaboration, continuous improvement, and high-quality delivery.

Produce and enhance investment monitoring reports and factsheets using Power BI and other tools, ensuring that outputs 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.

Challenge existing processes and act as an agent of change by continuously looking for better ways to produce and deliver Investments analytics.

Maintain close connections with external entities, such as asset managers, to validate client and investment information.

Compile information and prepare analysis, evaluation, and interpretation of results.

Analyze portfolios and investment data to help stakeholders make better-informed investment decisions.

Act as a peer reviewer and provide guidance and support to junior colleagues, helping to maintain consistent quality standards.

Follow up with other Marsh teams, suggesting appropriate approaches and clarifying details of investment analysis and reporting requirements.

Work collaboratively with Marsh teams by providing your investment and reporting perspective, defining methodologies and assumptions, and supporting client queries.

Contribute to and, where appropriate, coordinate ad hoc projects and process improvement initiatives.

What you need to have:

A degree or master’s degree in Finance, Economics, Management, Mathematics, Engineering, or other relevant fields.

Three to five years of relevant professional experience in investment performance, investment reporting, portfolio analytics, financial reporting, business intelligence, or a related field.

Hands-on experience with Power BI is essential, including experience creating dashboards, developing reports, working with data, and presenting information through effective data visualizations.

Fluent English is essential, both written and spoken, as the role involves regular interaction with colleagues and stakeholders across Europe.

Strong analytical skills, with the ability to interpret complex information and communicate conclusions clearly.

Experience contributing to automation, process-improvement, or technology-related initiatives.

The ability to manage priorities, coordinate activities, and deliver high-quality work within agreed deadlines.

Strong attention to detail and commitment to accuracy and quality.

Strong communication and stakeholder-management skills, with the confidence to work with colleagues, external entities, and other business partners.

Experience in the investments industry is desirable, but candidates with relevant Power BI, reporting, automation, or business intelligence experience from other data-intensive industries will also be considered.

What makes you stand out:

CFA or CIPM Charter holder, or progress towards one.

Experience with SQL, VBA, Python, or other data and automation tools.

Experience using AI tools to improve productivity, reporting, analysis, or business processes.

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.

Marsh (NYSE: MRSH) is 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, visit marsh.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.

Click here to return to the [Marsh Careers](https://careers.mmc.com/) Site

[Marsh](http://corporate.marsh.com/) (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit [corporate.marsh.com](http://corporate.marsh.com/), or follow us on [LinkedIn](https://www.linkedin.com/company/marshmclennan/) and [X](https://x.com/MarshMcLennan).

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Investments Performance Analyst

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