Investment Research Analyst Lisboa

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We are seeking a talented individual to join our Mercer Alternatives team at Mercer. This role will be based in Porto or Lisbon. This is a hybrid role that has a requirement of working at least three days a week in the office.

Overview

Mercer Alternatives team is a global specialist in alternative investments, including private markets. We offer advisory services and customized and pooled investment solutions for institutional investors across various asset classes, including private equity, debt, infrastructure, real estate, and hedge funds.

Responsibilities

• Conduct fund manager due diligence, involving a broad set of qualitative and quantitative considerations with a special focus on infrastructure.
• Work with the local and onshore teams in producing manager research deliverables.
• Demonstrate subject matter expertise in leading the manager research vertical.
• Contribute to the investment
  - making and
  - selection processes.
• Maintain the proprietary databases updated.
• Monitor portfolio performance and markets trends.
• Develop reports for internal, external client presentations.

What you need to have

• Fluent English level (C1/C2).
• Degree in Finance, Economics, Management, Mathematics, Engineering, or a similar field.
• Basic knowledge of private markets asset classes, including Private Equity, Private Debt, Infrastructure, and Real Estate is preferred.
• Experience in global markets with adequate exposure in alternative asset classes.
• Ability to thrive in a dynamic,
  - performing team environment, supporting colleagues while independently managing your own tasks and projects.
• Effective communication skills to engage with various teams across Mercer and collaboratively solve problems.
• Ability to manage multiple projects, stakeholders, and deliverables simultaneously.
• Strong attention to detail.
• Proactive and
  - oriented, with the ability to collaborate effectively and build positive working relationships across the organization.
• Strong critical thinking skills to navigate and resolve challenges.
• Highly proficient in Microsoft Excel and other core Microsoft Office applications (Word, Power
  Point, etc. ).

What makes you stand out

• 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
  - 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
  - being.

Mercer, a business of Marsh Mc
Lennan (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 Mc
Lennan 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 Mc
Lennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on Linked
In and X.

Marsh Mc
Lennan 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 Mc
Lennan 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 Mc
Lennan 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.

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