Supports client investment management through asset allocation, portfolio construction, monitoring, rebalancing, trading support, performance analytics, fund reviews, investment manager due diligence, and client reporting. The role also contributes to prospecting materials and responds to sales and client service requests. It requires investment management experience, capital markets knowledge, portfolio construction expertise, technology proficiency, and the ability to work independently and collaboratively.
Company:MarshDescription:
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, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [email protected].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.The applicable base salary range for this role is $84,000 to $126,000.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, retirement programs as well as employee assistance programs.This is a Replacement position.
We are seeking a talented individual to join our Marsh Investments team. This role will be based in Toronto, Canada. The is a hybrid role that requires at least three days a week in the office.
Investment management professionals oversee portfolio performance and exposure for clients who have outsourced their investment management activities to Marsh.
These investment professionals analyze capital market returns, economic activity and industry trends to help clients obtain their financial objectives and mitigate investment risk. An Investment Management Specialist is an established, independent contributor (who can work individually and as part of a team), whose work has a direct impact on client investment outcomes.
We will count on you to:
- Provide analytical support on asset allocation and total portfolio construction items.
- Contribute to day-to-day client portfolio management activities including monitoring, rebalancing and trading support.
- Develop commentary and performance analytics for investment reporting at the total portfolio / multi-asset level.
- Participate in due diligence meetings with investment managers and support the investment team’s research efforts.
- Provide broad analytical support for fund reviews and deep dives.
- Develop commentary and performance analytics for investment reporting at the single asset class level.
- Support prospecting efforts by developing materials that effectively position our investment solutions in support of sales and client retention.
- Respond to requests from client service and sales professionals regarding our investment solutions and capabilities.
What you need to have:
- 1 - 3 years of investment management experience
- Passionate about investing and problem solving
- Knowledge of capital markets, asset allocation and portfolio construction
- Technology proficient (e.g., Bloomberg, eVestment, FactSet, Barra, Style Analytics)
- A self-starter, able to work independently and in a team environment
What makes you stand out:
- A self-starter with a strong desire to learn, who proactively takes initiative and demonstrates a high sense of ownership.
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, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [email protected].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.The applicable base salary range for this role is $84,000 to $126,000.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, retirement programs as well as employee assistance programs.This is a Replacement position.
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