Junior Investment Analyst - Lisboa, Portugal - Mercer

Mercer

Empresa verificada

Lisboa, Portugal

há 1 semana

Postado por:

João Santos

Recrutador de beBee

Descrição

JUNIOR INVESTMENT ANALYST

UK Consulting (Core Team)

UK Consulting Core team is an extension of the Wealth DB Investment consulting teams in UK providing investment advice to pension schemes in the UK.

The successful and complex nature of this business makes for excellent career prospects.

We will count on you to:

Supporting consultants in drafting client presentations, meeting agendas/minutes and any other required meeting materials;
Assisting in day to day client, consultant and regular queries;
Supporting consultants in developing strategy reviews and implementing changes to the client's overall investment structure;
Supporting consultants in drafting/reviewing initial versions and amendments to Investment;
Managing Agreements, SIP's and client engagements;
Supporting consultants with new client takeon process working with and alongside client takeon specialists, business development, Sentinel, operations and RRF;
Liaising closely with external investments managers;
Contacting regularly with the clients and consultants in the UK and may include regular visits to the UK.

What you need to have:

Investment or actuarial skills;
CIPM, CFA or FIA desirable;
Experience of pensions is preferential;
Strong Microsoft Office skills, including Word, Excel and PowerPoint;
Selfmotivated with an eagerness to contribute to the Wealth investment business;
Taking ownership for work, always ensuring standards and deadlines are met and keeping others informed and uptodate;
Excellent organizational, interpersonal, verbal and written communication skills;
Selfmotivation and an ability to work well in a highly collaborative team environment;
Works well under pressure, with the ability to prioritize and manage multiple tasks;
Ability to manage multiple priorities and work in a rapidly changing and dynamic environment.
Openly shares information and own expertise with colleagues.

This is an exciting opportunity to join a successful and growing team and have a real impact on the future of major organizations.

This person will work directly with both the client consultants in the UK and Portugal and the Wealth specialist teams to ensure clients receive a high quality service from Mercer.

About us:

Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment.

We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.