At a Glance
- Tasks: Support the management of fixed income portfolios and contribute to investment strategies.
- Company: Join Mercer, a leading investment consulting firm with a collaborative culture.
- Benefits: Enjoy competitive salary, professional development, and hybrid work flexibility.
- Other info: Be part of a high-performing team with excellent career growth opportunities.
- Why this job: Gain hands-on experience in investment management and make a real impact.
- Qualifications: Investment management experience and strong analytical skills are essential.
The predicted salary is between 52020 - 52020 £ per year.
Mercer is seeking a talented individual to join our Fixed Income Portfolio Management Team. This role will be based in London or Cork and is a hybrid position, with a requirement to work in the office a minimum of three days per week.
In this role, you will support the management of discretionary fixed income portfolios on behalf of clients across the International Region, contributing to manager selection, portfolio construction, performance analysis, and ongoing portfolio oversight. You will work alongside experienced Portfolio Managers and collaborate with Mercer’s market-leading Manager Research team to help deliver innovative investment solutions and strong client outcomes.
This position is ideal for someone with investment management experience who is passionate about fixed income markets and portfolio construction and is looking to develop their career within one of the world's leading investment consulting and delegated solutions businesses. For the right candidate, the role can be tailored to reflect experience and career aspirations.
We will rely on you to:
- Support Portfolio Managers in the management of discretionary fixed income portfolios for International Region clients.
- Contribute to investment and portfolio construction decisions across a broad range of fixed income asset classes, including government bonds, corporate credit, currency, securitised assets, and other specialist sectors.
- Assist with investment manager research, selection, and ongoing oversight activities.
- Help design, develop, and implement new investment strategies and portfolio solutions.
- Develop a deep understanding of fixed income markets, manager universes, and portfolio positioning.
- Analyse portfolio performance, risk metrics, and underlying manager results to support investment decision-making.
- Maintain, enhance, and document portfolio management and risk management processes.
- Support the integration of technology and AI-enabled tools to improve analytical capabilities and operational efficiency.
- Assist with portfolio performance reporting and the preparation of investment materials for internal and external stakeholders.
- Build strong working relationships with colleagues across Portfolio Management, Manager Research, Investment, and Operations teams, as well as external investment managers.
- Support client management and business development initiatives where appropriate.
What you need to have:
- Previous experience within investment management, investment consulting, asset management, or a related financial services environment.
- A genuine passion for investment markets and portfolio management.
- Strong analytical and quantitative skills, with the ability to interpret investment data and draw meaningful conclusions.
- Excellent attention to detail and a highly organised approach to managing priorities and deadlines.
- Strong problem-solving skills with a curious and inquisitive mindset.
- Ability to work both independently and collaboratively within a team-based environment.
- Effective communication skills, with the ability to communicate complex information clearly and confidently.
- Experience using investment data and analytical tools.
- Proficiency with Microsoft Excel and other business applications.
What makes you stand out:
- Three or more years of investment industry experience.
- Experience working with fixed income portfolios, multi-manager funds, or manager research.
- Knowledge of portfolio construction techniques, risk analysis, and performance attribution.
- Experience using platforms such as eVestment, FactSet, or similar investment research and analytics tools.
- Strong interest in leveraging data and AI technologies within investment processes.
- Progress towards, or completion of, a professional investment qualification such as CFA, CAIA, FIA, FSAI, or equivalent.
- Initiative, drive, and a proactive approach to identifying opportunities and solving problems.
- Experience working with institutional investors, including pension schemes, insurers, wealth managers, endowments, or foundations.
Why join our team:
- Join a highly respected Fixed Income Portfolio Management Team responsible for overseeing more than $30 billion of delegated assets across a diverse range of fixed income strategies.
- Work alongside leading investment professionals and gain exposure to some of the highest-rated investment managers in the global market.
- Be part of a team with a proven track record of developing innovative investment solutions and delivering strong client outcomes.
- Benefit from excellent opportunities for professional development, technical learning, and career progression.
- Collaborate within a supportive, inclusive, and high-performing culture that values innovation, curiosity, and diverse perspectives.
- Leverage Mercer’s global scale and market-leading expertise to make a meaningful impact for clients across the International Region.
Portfolio Analyst - Fixed Income, Portfolio Management Team in London employer: Marsh & McLennan Companies
Lippincott is an exceptional employer that fosters a collaborative and innovative work culture, where consultants are empowered to tackle complex brand challenges alongside a passionate team. Located in London, employees benefit from a vibrant city atmosphere, ample opportunities for professional growth, and mentorship from experienced leaders, all while contributing to the development of world-class brands. With a commitment to inclusion and a focus on personal and collective success, Lippincott offers a rewarding environment for those seeking meaningful and impactful careers.
Contact Details:
Marsh & McLennan Companies Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst - Fixed Income, Portfolio Management Team in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Marsh & McLennan Companies, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Marsh & McLennan Companies.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Marsh & McLennan Companies.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Marsh & McLennan Companies, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Portfolio Analyst - Fixed Income, Portfolio Management Team in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Marsh & McLennan Companies want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Marsh & McLennan Companies.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Marsh & McLennan Companies will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Marsh & McLennan Companies. Numbers speak louder than words!
How to prepare for a job interview at Marsh & McLennan Companies
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Marsh & McLennan Companies want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withMarsh & McLennan Companies.
