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About the Role

This role supports large institutional clients by producing performance attribution, portfolio analytics, client reports, and ad hoc performance analysis across bespoke multi-asset and single-asset portfolios. The role also involves responding directly to client queries and participating in client meetings.

Responsibilities

• Calculate and review performance attribution and reporting accurately and on time
• Produce reports for investment committees and trustee boards
• Work with custodians, external managers, and portfolio managers
• Respond to client queries and explain performance insights clearly
• Write investment and market commentary
• Help improve processes and efficiency through automation

Requirements

• Demonstrable, relevant experience in performance analytics, portfolio reporting, attribution, within financial services, asset management, or a related investments focused environment.
• Strong Excel and analytical skills
• A numerate degree
• Good communication, attention to detail, and the ability to manage multiple stakeholders

Skills

• Performance analytics
• Portfolio reporting
• Attribution
• Excel
• Analytical skills
• Communication
• Attention to detail
• Stakeholder management
• SQL
• VBA
• Python

Location

• London

Work Type

• Hybrid
• Full-time

Experience Level

• Mid-level

Education Level

• Numerate degree
• CFA or CIPM (ideally)

Benefits

• Professional development opportunities
• Interesting work
• Supportive leaders
• Vibrant and inclusive culture
• Talented colleagues
• New solutions creation
• Impact for colleagues, clients and communities
• Range of career opportunities
• Benefits and rewards to enhance well-being

About the Company

• Marsh 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.
• 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.

Equal Opportunity

• Marsh is committed to embracing a diverse, inclusive and flexible work environment.
• We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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.
• We are an equal opportunities employer.
• We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process.
• If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com.