At a Glance
- Tasks: Support management of fixed income portfolios and contribute to investment strategies.
- Company: Join Mercer, a global leader in investment consulting and delegated solutions.
- Benefits: Hybrid work model, professional development opportunities, and a supportive team culture.
- Other info: Collaborative environment with excellent career progression and exposure to innovative investment solutions.
- Why this job: Make a real impact in investment management while working with top professionals.
- Qualifications: Experience in investment management and strong analytical skills required.
The predicted salary is between 56700 - 69300 £ 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 e Vestment, Fact Set, 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.
- #hybrid
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 $27 billion and more than 95,000 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 Linked In and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment.
We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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.
We are an equal opportunities employer.
We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process.
If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh. com.
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.
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Portfolio Analyst - Fixed Income, Portfolio Management Team employer: Marsh
Marsh is an excellent employer that fosters a dynamic work culture in the vibrant locations of Plymouth and Newquay, offering employees the chance to thrive in a supportive environment. With a strong emphasis on professional development and growth opportunities, team members are encouraged to enhance their skills while contributing to meaningful client relationships. The company also values resilience and ambition, making it an ideal place for those looking to make a significant impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst - Fixed Income, Portfolio Management Team
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Marsh. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Analyst - Fixed Income, Portfolio Management Team
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Marsh.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Marsh's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Marsh
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Marsh.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Marsh will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Marsh employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
