We are seeking a talented individual to join our Global Strategic Research 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’s Investments business is a leading global provider of investment services and offers customized guidance at every stage of the investment decision, risk management, and investment monitoring process. For more than 40 years, Mercer’s Investments business has provided investment advice and solutions to corporate defined benefit and defined contribution pension plans, foundations, endowments, wealth managers and other institutional investors.

The Strategic Investment Research Analyst supports the Global Strategic Research Team in producing Mercer’s global intellectual capital, with a particular focus on investment themes. This role is pivotal in ensuring we deliver high quality, quantitative and qualitative, global strategic research to support Mercer’s Wealth business and all of its clients. Our intellectual capital also underpins our OCIO business, and agendas of our Global Investment Forum series (among others).

You will collaborate with a core team of highly skilled strategic researchers – spread across London, Bristol, Toronto and Sydney – with contact with other specialist teams around the world.

You will be working in a fast-paced, energetic, action-oriented, and stimulating environment, you will have opportunities to hone expertise and relevant skills while building a platform for career growth. You will also receive training in key procedures and processes and have relevant, outcome-driven interactions with clients, fund managers, and colleagues.  

We will count on you to:

Assist the global strategic research team in providing quantitative analytics, and qualitative research to support our strategic research views on long term themes, and related communication material.Keep up-to-date on current investment trends and themes; help to identify and develop Mercer’s investment themes and opportunities.Drive the production side of our processes, for instance maintaining our theme summary material or quarterly thematic updates, project managing some of our material to final delivery.Build and maintain strong relationships with external parties such as specialist fund managers to explore investment ideas, develop research agendas.Work closely with other specialist teams, in particular our manager research boutiques, alternatives teams, sustainable investment team, delegated solutions and investment consulting colleagues to refine our team’s material, and to support intellectual capital development in respect of their specialist areas.Provide ad-hoc support to consultants in preparing thematic material for internal and external research meetings.

What you need to have:

Fluent English level (C1/C2).Bachelor's degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content.Excellent organizational, project management and communication skills.Strong researching and critical-thinking skills; ability to interpret and use qualitative and quantitative data to reach conclusions and explain them in terms that others can understand.Proven experience of research Investment knowledge: market awareness, asset class knowledge, asset allocation knowledge, responsible investment, investment/risk tools (including MercerInsight and Datastream/Databank); eagerness to learn and keep up to date with the investment industry and market conditions.Self-motivation and an ability to work well in a highly collaborative global team environment.Maintain strong working relationships both internally and externally.High proficiency in Excel.

What makes you stand out?

Creativity – a keenness to develop new processes and techniques, and an eye for design.Bloomberg and Factset trained (strongly preferred but not essential).Willingness to study IMC/CFA.

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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 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 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.