Marsh McLennan

Performance Reporting Specialist

Marsh McLennan • $75K — $113K *
Toronto, ON M3C 0E3Hybrid
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor’s degree in finance, economics, business, accounting, mathematics, or similar field.
  • 3–5 years of experience in performance measurement or related area.
  • Strong knowledge of performance measurement best practices and return calculation methodologies.
  • Understanding of investments, portfolio construction, and multi-asset benchmarking.
  • Strong project management, organizational, and communication skills.

Responsibilities

  • Support performance measurement and reporting for multi-asset portfolios.
  • Monitor and analyze portfolio returns, investigating outliers.
  • Perform data integrity checks for accurate performance calculations.
  • Utilize investment management systems like Investment Metrics and Bloomberg.
  • Assist with client onboarding and reporting setup.
  • Support GIPS compliance initiatives as applicable.
  • Maintain documentation for reporting processes and operational procedures.

Benefits

  • Professional development opportunities and interesting work.
  • Vibrant and inclusive culture that fosters collaboration.
  • Range of career opportunities and benefits to enhance well-being.
Full Job Description
Description:

We are seeking a Performance & Reporting Specialist to support performance measurement, reporting, and related operational activities across multi-asset portfolios.

This role is ideal for someone with strong analytical skills, attention to detail, and experience working with investment data, reporting systems, and performance calculations.

This role will be based in St. John’s or Toronto. This is a hybrid role that has a requirement to work three days a week in the office.

What you’ll do
  • Support performance measurement and reporting activities across multi-asset portfolios.
  • Monitor, validate, and analyze portfolio returns, including investigation of outliers.
  • Perform data integrity checks and controls to ensure accurate performance calculations.
  • Work with investment management and reporting systems such as Investment Metrics, CRIMS, Eagle, Bloomberg, FactSet, or similar systems.
  • Assist with client onboarding, account setup, and reporting configuration.
  • Support GIPS® implementation and compliance activities, where applicable.
  • Maintain documentation for reporting processes, operational procedures, and client-specific requirements.
  • Partner with investment and client teams to respond to performance-related inquiries.
  • Help improve business processes and support cross-functional collaboration.
  • Manage multiple internal operations projects and support day-to-day process coordination.

What you need
  • Bachelor’s degree or equivalent experience in finance, economics, business, accounting, mathematics, or a related field.
  • 3–5 years of experience in performance measurement or a related role.
  • Strong knowledge of performance measurement best practices and return calculation methodologies.
  • Understanding of investments, portfolio construction, and multi-asset benchmarking.
  • Strong project management, organizational, and communication skills.
  • Experience working across teams and supporting change initiatives.

What makes you stand out
  • Experience with performance attribution.
  • Knowledge of private markets and derivatives.
  • Familiarity with GIPS standards.
  • Experience with Investment Metrics, CRIMS, Eagle, Bloomberg, FactSet, or similar systems.
  • Experience preparing client reporting for institutional investors.

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 for 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






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
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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