We are seeking a talented individual to join our Strategy 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 has been providing investment services to clients for over 45 years and has the largest institutional investor network in the world with more than $11tn in assets under its advice. Our Delegated Solutions (DS) business leverages this investment expertise to deliver a range of sophisticated portfolio solutions to a wide range of institutional clients.

We are seeking a highly motivated Investment Strategy Analyst to support the growth of our DS business. The successful candidate will be a part of the strategy analyst team within the DS Strategy Team responsible for designing and implementing delegated investment strategies tailored to each client.

The role presents the right candidate with an opportunity to develop their investment knowledge and skills and will help develop a strong understanding of the strategy setting process in the context of a range of institutional investors and geographies.

We will count on you to:

Work closely with the strategists, Senior strategists and Lead Consultants, to help design and implement de-risking investment strategies and other strategies as appropriate which incorporate Mercer’s best thinking;Consider how the investment strategy may evolve for your assign clients to reflect the changing dynamics of a pension scheme and objectives e.g. suitability of cashflow driven investment strategies, end game planning;Support the client team by providing technical insight into a client’s strategy when needed, modelling financial risks and reviewing aspects of regular Strategy reports;Facilitate other ad-hoc projects and duties required to support the successful growth of the Strategy and DS business such as integrating new software, maintaining internals tools and procedures, contribute to development of the strategy solution;Support the Fiduciary team as required to ensure Mercer stays ahead of the competition in the Fiduciary market;Liaise with Portfolio Management, Operational, Investment Solutions and Consulting teams to implement high quality strategies with efficiency - for example contribute towards implementing Dynamic Asset Allocation tilts;Contribute towards delivering growth in the UK Fiduciary segment through supporting pitches;Contribute to supporting the team on cases outside of DB pensions as we expand into new segments such as Endowments & Foundations, Insurance, Wealth Management and DC. 

What you need to have:

Fluent English level (minimum C1);Motivation to learn and succeed in an investment strategy orientated role;Ideally 1 year+ investment experience, with DB pensions experience preferred;Ability to manage multiple projects, stakeholders, and deliverables simultaneously;Strong interest in the institutional investment landscape and strategy setting process.

What makes you stand out?

Have a keen eye for detail and intellectually ambitious with high standards of output;Strong work ethic along with strong interpersonal and communication skills;Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organization;Strong risk focus – keen awareness of risk involved in moving client money;Studying towards IMC/ CFA / Actuarial qualification.

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.