We are seeking a talented individual to join our Global Services Delivery 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.
Mercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role will be responsible for investment strategy and research development at Delegated Solutions.
We will count on you to:
- Leading quantitative and qualitative data requests from alternatives asset managers for fund due diligence with a special focus on private equity and/or private credit;
- Demonstrate subject matter expertise in leading the manager research vertical;
- Contribute to the investment decision-making and manager-selection processes;
- Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations;
- Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database;
- Organizing and ensuring that the Mercer research template is filled in correctly and lacking errors, so it is ready for distribution to Mercer’s research group;
- Making sure the accuracy of the data inserted into the Mercer research template is of the highest integrity;
- Working with the local and onshore teams in producing manager research reports focused on alternative asset class including private markets;
- Maintain an efficient process for delivering manager research adhering to accuracy and timeliness;
- Monitor portfolio performance and markets trends;
- Develop reports for internal, external client presentations and senior management;
- Contribute to fund performance analysis and draft fund commentaries;
What you need to have:
- Degree or Master’s in Finance, Economics, Management, Mathematics, Engineering, or similar;
- 8+ years experience in global markets with adequate exposure in alternative asset classes;
- Prior experience in asset management or investment research, preferably in fund research, with strong understanding of investment strategies;
- Ability to manage multiple projects, stakeholders, and deliverables simultaneously;
- Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation;
- Can work under pressure and meet deadlines, while delivering a high quality end product;
- Keen attention to detail;
- Working knowledge of all asset class with a key focus on alternatives asset class;
- Ability to efficiently and effectively communicate with other groups across Mercer to solve problems;
- Critical thinking capabilities when encountering sticking points;
- Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.).
What makes you stand out:
- Ability to understand the link between data, client needs and its application to the “bigger picture.”;
- Research experience with asset management firms;
- CFA/CAIA Charter holder and/or progress towards CFA and/or CAIA at advance levels is preferred;
- Excellent stakeholder/client management skills;
- Positive attitude & ability to adapt to ever-changing environment;
- Excellent written and verbal communication and report writing skills.
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.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan 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 McLennan 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 McLennan 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.
