Portfolio Design, Analytics, & Risk

We are seeking a talented individual to join our Portfolio Design, Analytics & Risk Investment team, part of our People and Investments business at Marsh. This role will be based in Minneapolis, Phoenix, St. Louis, Chicago, King of Prussia, New York, or Boston. This is a hybrid role that has a requirement of working at least three days a week in the office. 

As a Portfolio Design, Analytics, & Risk Principal, you will be instrumental in conducting comprehensive risk assessments, deep dives into fund performance, and ESG analysis, utilizing both external and proprietary modeling tools. You’ll develop innovative models, craft compelling reports and presentations and play a key role in advancing internal methodologies. Collaborating with top investment teams and clients, you’ll help drive smarter decisions and showcase Marsh’s investment expertise.

We will count on you to:

• Enhance and support holistic risk management across Marsh’s US investment platform
• Lead efforts to maintain, enhance, and develop internal methodologies to ensure continuous improvement and accuracy in Marsh’s investment activities
• Design and integrate quantitative approaches to evaluate risk and return for portfolio across institutional investors
• Collaborate with Marsh’s investment teams including portfolio managers, manager research, and client teams to help deliver the total portfolio view tailored to a client’s objectives and constraints
• Decompose investment universes, single asset portfolios, and multi-asset portfolios using external and proprietary tools
• Craft commentary and presentations, and compile analytics to support investment decision making process
• Contribute to action-oriented portfolio research using advanced quantitative methodologies
• Develop marketing materials to effectively position investment performance and products in support of sales and client retention and respond to sales professionals’ requests for analysis related to competitive investment performance and/or portfolio characteristics.
• Participate in due diligence meetings with investment managers and contribute to the investment team's research effort

What you need to have: 

• An undergraduate degree in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, Science or similar discipline is desirable or relevant post graduate experience.
• 5+ years of experience of relevant experience in investment analysis, portfolio management, or portfolio analytics at an asset allocation, asset manager, or investment consultant
• Strong background in portfolio management, construction and advanced econometrics, statistical modelling, and programming skills (e.g., Python, SQL, etc.).
• Strong financial instruments knowledge, covering but not limited to fixed income, equities, ETF’s, investment funds, derivatives and market indices