Investment Consulting Analyst

About the role

Marsh is seeking an Investment Consulting Analyst to join its Dubai-based investment consulting team. The analyst supports the delivery of investment advice and reporting to institutional clients, helping them understand portfolio performance, market developments, investment manager activity and other factors affecting their investment strategies. The role develops expertise in investment analysis, performance evaluation, market research, client reporting and consulting in a fast-paced, collaborative environment.

Key responsibilities

• Produce performance evaluation reports for assigned clients using proprietary tools and Microsoft applications (Excel, Word, PowerPoint).
• Analyse the performance of individual funds and investment options within client portfolios.
• Prepare and coordinate quarterly market environment presentations covering the economic environment, domestic and international equity and fixed-income performance, key economic trends and regulatory and industry developments.
• Review investment research and manager updates in the Mercer investment manager database and flag issues affecting client portfolios.
• Liaise with investment managers and custodians to obtain, validate and clarify client-specific information.
• Respond to client enquiries on quarterly performance reporting and ad hoc requests, directly or through the senior consultant.
• Attend quarterly client meetings and, over time, present parts of client reviews such as manager updates, market trends and manager performance.
• Support senior consultants and the team with analysis, presentations, project management and other client deliverables.

Required profile

• Bachelor's degree in finance, economics, mathematics or a related business discipline.
• One to three years of relevant investment experience, ideally in institutional investment consulting or asset management.
• Preferred: progress towards a CFA charter or actuarial qualification, an MBA or other postgraduate qualification, and interest in financial markets and portfolio construction.

Required skills

• Advanced proficiency in Microsoft Excel, Word and PowerPoint.
• Strong quantitative, analytical and problem-solving skills, with good financial modelling and project management abilities.
• Attention to detail and strong communication skills with clients and stakeholders.
• Ability to work independently and collaborate, and to manage multiple priorities and deadlines.