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About the role

  • 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

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

$75,500 - $113,500 per year

Degree requirement

Bachelor's Degree

Location requirements

HybridTorontoCanada

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