Performance reporting specialist supporting multi-asset portfolio measurement and operations at Marsh, a global risk and investment consultancy. Analyzing returns, validating data, and improving client reporting processes.
Responsibilities
Support performance measurement and reporting activities across multi-asset portfolios
Monitor, validate, and analyze portfolio returns, including investigating outliers
Perform data integrity checks and controls to ensure accurate performance calculations
Work with investment management and reporting 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
Requirements
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
Experience with investment management and reporting systems such as Investment Metrics, CRIMS, Eagle, Bloomberg, FactSet, or similar systems
Experience with performance attribution
Knowledge of private markets and derivatives
Familiarity with GIPS standards
Experience preparing client reporting for institutional investors
Benefits
Professional development opportunities
Supportive leaders
Health and welfare benefits
Tuition assistance
Retirement programs
Employee assistance programs
Flexible hybrid work environment
Reasonable accommodation for employees and prospective employees with disabilities
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