Performance Reporting Analyst

Lisbon (PT)
to be defined
Nov 13, 2020
Nov 28, 2020
Job Function
Other, Risk Management
Industry Sector
Finance - General
Employment Type
Full Time

MERCER is a wholly owned subsidiary of Marsh & McLennan the world’s leading professional services firm in the areas of risk, strategy and people.

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future.


The Performance Reporting Team is responsible for the production of investments monitoring reports for pension funds from several European countries and Growth Markets, which include asset allocation, performance and risk analysis, funding level monitoring, research topics and strategy updates.



o   Production of investments monitoring reports for pension funds with quantitative and qualitative analysis and performance appraisal

o   Contact external entities (such as asset managers) to receive and validate customer information.

o   Compilation of information and preparation of analysis, evaluation and interpretation of results.

o   Develop and maintain databases with information of each client.

o   Follow-up with consulting teams, suggesting approaches and clarifying details of reports produced.

o   Responsible for thorough analysis of portfolios to help stakeholders make better investment decisions.

o   Supporting consultants when appropriate on a technical perspective (methodologies, assumptions) and client reporting queries;

o   Be an agent of change constantly contributing to improve processes;



Hard Skills:.

o   Degree in Finance, Economy, Management or similar.

o   Intermediate or Advanced (B2 or C) knowledge in English.

o   Strong analytical skills; strong command of Excel.

o   CFA or CIPM designations are a plus, although not mandatory


Soft Skills:

o   Excellent interpersonal skills.

o   Strong oral and written communication skills.

o   Ability to prioritize and handle multiple tasks in a demanding work environment.

o   Strong critical thinking and analytical problem-solving skill.



At Mercer, we believe in building brighter futures.

Together, we’re redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. We do this by meeting the needs of today and tomorrow. By understanding the data and applying it with a human touch. And by turning ideas into action to spark positive change. For 75 years, we’ve been providing trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities.


Welcome to a world where economics and empathy make a difference in people’s lives.

Welcome to brighter.

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