Investments Research Manager Lisboa

Investments Research Manager
Lisboa
Lisboa, Lisboa, Portugal

Overview

Mercer is seeking a talented individual to join the Global Services Delivery team. This role is based in Lisbon and is a hybrid role requiring at least three days per week in the office. Mercer’s Investments business provides investment consulting and fiduciary management services, offering 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.

Responsibilities

• Lead 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
  - making and
  - selection processes
• Conduct 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
• Organize and ensure Mercer research template is filled in correctly and ready for distribution to Mercer’s research group
• Ensure data inserted into the Mercer research template is accurate and of high integrity
• Collaborate with local and onshore teams to produce manager research reports focused on alternative asset classes including private markets
• Maintain an efficient process for delivering manager research with focus on accuracy and timeliness
• Monitor portfolio performance and market trends
• Develop reports for internal and external client presentations and senior management
• Contribute to fund performance analysis and draft fund commentaries

Qualifications

• Degree or Master’s in Finance, Economics, Management, Mathematics, Engineering, or similar
• 8+ years of experience in global markets with exposure to 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
  - oriented with the ability to work well as part of a team and develop positive relationships across the organization
• Can work under pressure and meet deadlines, while delivering a
  - quality end product
• Keen attention to detail
• Working knowledge of all asset classes 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 encountered sticking points
• Highly proficient in Microsoft Excel and other core Microsoft Office products

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 advanced levels is preferred
• Excellent stakeholder/client management skills
• Positive attitude and ability to adapt to an
  - changing environment
• Excellent written and verbal communication and report writing skills

Why join our team

• We offer 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.