Portfolio Design, Analytics, & Risk Principal

Company:Marsh

Description:

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
• Understanding of macroeconomics and systematic factors affecting a portfolio
• Excellent analytical and investment skills
• Self-motivated with ability to work independently as well as lead the process to achieve targets in timely order

What makes you stand out?

• An Advanced degree in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, or Science.
• Self-starter with energy, proactivity and ability to deliver outcomes
• Solutions driven – ability to see the bigger picture and be proactive in identifying areas for enhancement
• Strong communication skills
• Strong organizational and time management skills

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is 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, visit marsh.com, or follow us on LinkedIn 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, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on aiapply.co 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.The applicable base salary range for this role is $126,000 to $252,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.