Marsh McLennan

Investment Management Specialist

Marsh McLennan$84K — $126K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1 - 3 years of investment management experience
  • Passionate about investing and problem solving
  • Knowledge of capital markets, asset allocation and portfolio construction
  • Proficient in technology tools like Bloomberg, eVestment, FactSet, Barra, and Style Analytics
  • A self-starter, ready to work independently and collaboratively

Responsibilities

  • Provide analytical support on asset allocation and total portfolio construction
  • Contribute to day-to-day client portfolio management, including monitoring and rebalancing
  • Develop performance analytics and commentary for multi-asset investment reports
  • Participate in due diligence meetings with investment managers
  • Support in-depth fund reviews with comprehensive analytical evaluations
  • Create performance reports for single asset class levels
  • Assist in prospecting efforts by preparing marketing materials for investment solutions

Benefits

  • Health and welfare benefits
  • Tuition assistance
  • Retirement programs
  • Employee assistance programs
Full Job Description
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.


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.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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