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About the Role
As a Principal on the Portfolio Design, Analytics & Risk Investment team, you will conduct risk assessments, analyze fund performance, and perform ESG analysis using various modeling tools. You will develop models, create reports and presentations, and advance internal methodologies. This role involves collaborating with investment teams and clients to drive informed decisions and highlight Marsh’s investment expertise.
Responsibilities
- Enhance and support holistic risk management across Marsh’s US investment platform
- Lead efforts to maintain, enhance, and develop internal methodologies for continuous improvement and accuracy in investment activities
- Design and integrate quantitative approaches to evaluate risk and return for institutional investor portfolios
- Collaborate with investment teams (portfolio managers, manager research, client teams) to deliver tailored total portfolio views
- Decompose investment universes, single asset portfolios, and multi-asset portfolios using external and proprietary tools
- Craft commentary and presentations, and compile analytics to support investment decision making
- Contribute to action-oriented portfolio research using advanced quantitative methodologies
- Develop marketing materials to position investment performance and products, and respond to sales requests for analysis
- Participate in due diligence meetings with investment managers and contribute to research efforts
Requirements
- 5+ years of relevant experience in investment analysis, portfolio management, or portfolio analytics at an asset allocation, asset manager, or investment consultant
- Strong background in portfolio management, construction, and advanced econometrics, statistical modeling, and programming skills (e.g., Python, SQL, etc.)
- Strong financial instruments knowledge, including fixed income, equities, ETFs, investment funds, derivatives, and market indices
- Understanding of macroeconomics and systematic factors affecting a portfolio
- Excellent analytical and investment skills
- Self-motivated with the ability to work independently and lead processes to achieve targets in a timely manner
Skills
- Python
- SQL
- Quantitative methodologies
- Risk assessment
- Fund performance analysis
- ESG analysis
- Financial modeling
- Presentation skills
- Communication skills
- Organizational skills
- Time management skills
Location
- Minneapolis
- Phoenix
- St. Louis
- Chicago
- King of Prussia
- New York
- Boston
Work Type
- Hybrid
- Full-time
Experience Level
- 5+ years of relevant experience
Education Level
- Undergraduate degree in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, Science or similar discipline is desirable or relevant post graduate experience.
- Advanced degree in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, or Science.
Salary/Compensations
- $126,000 to $252,000
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
- Professional development opportunities
About the Company
- 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.
- 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.
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, 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.
- If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.