Pension Investments Consultant (

Lisbon (PT)
to be defined
27 Jan 2023
07 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Lisbon - Antonio time type Full time posted on Publicado há 2 dias job requisition id R_215197 Company:






Mercer Portugal is seeking candidates for the following position for its UK Consulting Team based in Lisbon:


Pension Investments Consultant


What can you expect?

  • You will be based in Lisbon working with the UK Investment Consulting Team;
  • Work on a wide range of clients as a trusted advisor, engaging directly with trustee boards and other stakeholders and advisors;
  • Advise on our client’s assets on a day-to-day basis, to deliver better outcomes for them and their primary beneficiaries - we can achieve this by leveraging the scale, infrastructure and range of investment solutions available at Mercer.


What's in it for you?

  • Working in one of Mercer's growing teams, you will have the opportunity to work in an organization that is at the forefront of the pensions industry with a large and varied client base.
  • The opportunity to tailor your career within an Investments business that offers the ability to provide bespoke client solutions across a range of delivery models, advisory or delegated
  • Be part of a multinational organization where you'll be able to learn, grow and develop your career;
  • Flexible work environment and hybrid work from home policy.


We will count on you to:

  • Develop/maintain a deep understanding of client needs and requirements ensuring excellent client service;
  • Build relationships with all key stakeholders associated with the client (trustees, sponsors, third party advisors);
  • Play a leading role in managing client and project workflow to ensure that we are delivering to meet the needs of our clients;
  • Delegate work to analysts, provide guidance and review, and act as a coach/mentor to junior colleagues;
  • Maintain and check technical accuracy, reasonableness of own work and that of others;
  • Support lead consultants with, and in some cases leading on, client communications including strategy changes, asset class manager and structure changes, market updates, monthly client dashboards;
  • Take the ownership of day-to-day client, consultant and regular audit, accounting and reporting queries.


What you need to have: 

  • A degree in Management, Economics, Finance or relevant field;
  • Strong investment experience working with trustees and corporates on within either an investment or actuarial consulting role;
  • Significant technical understanding of investments markets and asset classes;
  • Strong analytical and quantitative experience of modelling, performance reporting and risk analysis;
  • 2 or 3 years of relevant experience within the role;
  • Excellent verbal and written communication skills in English (C1/C2);
  • Demonstrable and effective problem solving skills & ability to clearly articulate complex issues.


What makes you stand out?

  • Experience working with the UK pension investments market;
  • Having effective listening skills, strong communication and a client focus to engage with colleagues and clients, alongside the core technical skills;
  • Excellent project management, planning and organizational skills in order to prioritize and effectively manage a wide variety of ongoing tasks;
  • Ability to operate as a mentor to junior colleagues;
  • Being a qualified Actuary or CFA.


About Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer on Twitter @Mercer.  

Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.


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