Investment Research Analyst Porto

Overview

Join to apply for the Investment Research Analyst role at Mercer. This role is based in Porto or Lisbon and is a hybrid position requiring at least three days in the office per week.

Responsibilities

• Conduct fund manager due diligence with a broad set of qualitative and quantitative considerations, with a special focus on infrastructure.
• Work with local and onshore teams to produce manager research deliverables.
• Demonstrate subject matter expertise in leading the manager research vertical.
• Contribute to investment
  - making and the
  - selection processes.
• Maintain proprietary databases and ensure they are up to date.
• Monitor portfolio performance and market trends.
• Develop reports for internal use and 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, Real Estate) is preferred.
• Experience in global markets with exposure to alternative asset classes.
• Ability to thrive in a dynamic,
  - performing team and manage 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 ability to collaborate and build positive working relationships across the organization.
• Strong critical thinking skills to navigate and resolve challenges.
• Proficiency in Microsoft Excel and other core Microsoft Office applications.

What makes you stand out

• Research experience with asset management firms.
• CFA/CAIA Charter holder or progress towards CFA/CAIA at advanced levels is preferred.
• Excellent stakeholder/client management skills.
• Positive attitude and ability to adapt to a changing environment.
• Excellent written and verbal communication and report writing skills.

Why join our team

• Professional development opportunities, interesting work, and supportive leaders.
• A vibrant and inclusive culture with collaboration and impact for colleagues, clients, and communities.
• Career opportunities, benefits, and rewards to enhance
  - being.

Mercer, a business of Marsh Mc
Lennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives and shape the future of work. Marsh Mc
Lennan operates in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. 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 in all its forms. We support hybrid work with
- office collaboration and professional development benefits. All colleagues are expected to be in their local office or with clients at least three days per week, with anchor days as determined by teams.

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