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Job Title: Performance Reporting Analyst
Why Join Us?
- Join Mercer’s Investment Solutions team in London, offering a hybrid working model (up to 2 days remote, 3 days office-based in London).
- Support large institutional clients with performance attribution, portfolio analytics, client reports, and ad hoc analysis.
- Work on bespoke multi-asset and single-asset portfolios with direct client interaction.
About the Role
This role is based within performance and risk analytics, where you will:
- Produce performance attribution and portfolio analytics.
- Generate reports for investment committees and trustee boards, including ad hoc performance analyses.
- Engage directly with custodians, external managers, and portfolio managers in supporting clients.
- Respond to client queries and participate in client meetings as needed.
Key Responsibilities
Within this role, you will:
- Calculate and review performance attribution and reporting accurately and on time.
- Produce reports tailored for investment committees and trustee boards.
- Collaborate with custodians, external managers, and portfolio managers to ensure client needs are met.
- Respond professionally to client queries and interpret performance insights clearly.
- Write investment and market commentary to support reporting.
- Identify process improvements and automate tasks to increase efficiency.
Requirements
To succeed in this role, you should have:
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- Relevant experience in performance analytics, portfolio reporting, attribution within a financial, asset management or investment-focused environment.
- Strong technical skills, including advanced Excel and analytical proficiency.
- A numerate qualifications (e.g., degree in finance, accounting, economics, or related field).
- Ideally, you should be working towards or hold:
- Chartered Financial Analyst (CFA) qualifications or
- Chartered Investment Performance Management (CIPM) certification.
- Excellent communication, attention to detail, ability to manage multiple stakeholders.
- A client-focused mindset with a knack for explaining complex concepts clearly.
Desirable Skills (to stand out)
Armed with the above, what will make your application stand out?
- Experience with performance attribution and investment reporting.
- CFA or CIPM certification.
- Programming skills, particularly SQL, VBA, or Python.
Our Team Culture
At Mercer, your growth and potential matter. We provide:
- Professional development opportunities.
- Interesting, meaningful work with supportive leadership.
- A vibrant inclusive culture where impact means collaborating with top talent to deliver solutions—for colleagues, clients, and communities.
- Our scale allows us to offer career growth, diverse benefits, and well-being rewards across industries and regions.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Mercer is part of Marsh (NYSE: MRSH), a global leader in risk, reinsurance, capital, people, and investments management consultancy, operating in 130+ countries. With $27B+ in revenue and 95,000+ colleagues, we help organisations thrive through insight-driven decisions.
Visit mercer.com or follow @MercerCareers or @MarshGroup on social media.
Inclusion & Commitment
Marsh is committed to diversity, inclusion, and a flexible work environment. We actively attract and retain talent from all backgrounds, including:
- Age, background, civil partnership status
- Disability, ethnicity, family responsibilities
- Gender identity, transgender status, marital status
- Nationality, neurodiversity, parenthood
- Political beliefs, race (including skin colour), religion
- Sexual orientation, religious beliefs
We are an equal-opportunities employer. Marsh will provide reasonable accommodations, ensuring all applicants can participate fully in the recruitment process. For disability-related adjustments, contact reasonableaccommodations@marsh.com.
Marsh supports hybrid work, blending remote flexibility with to improve collaboration (e.g. professional development) with some onsite presence. Every colleague is expected to spend at least three days per week either in the local office or with clients onsite.
Job reference: R_353838.
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