Investment Analyst

Company:

Marsh

Description:

Marsh People and Investments- Investment Analyst- King of Prussia PA- College Program 2026

THE POSITION: Investment Analyst

Marsh Investments business is a leading global provider of investment services.  We offer customized guidance at every stage of the investment decision. For more than 40 years, Marsh’s Investments business has provided investment advice and solutions to corporate pension funds and 401(k) plans, foundations, endowments, wealth managers and other institutional investors. 

As an Investment Analyst, you will use your drive and strong analytical and communication skills to help your team achieve clients’ goals.

To learn more about Marsh’s Investment practice, please visit https://www.mercer.com/what-we-do/wealth-and-investments.html

We are seeking a talented individual to join our Investments team, part of our People and Investments business at Marsh. This role will be based in King of Prussia Pennsylvania. This is a hybrid role that has a requirement of working at least three days a week in the office with the team or with clients. Candidates must be available for the full time role Monday- Friday.

Who We’re Looking For

We’re looking for recent college graduates who demonstrate:

• Strong analytical and quantitative skills 
• Intellectual curiosity and an interest in investments and financial markets 
• Strong written and verbal communication skills 
• The ability to analyze information, identify key insights, and communicate them clearly 
• Attention to detail and sound judgment 
• A collaborative mindset and ability to work effectively with others 
• Initiative, adaptability, and a willingness to learn 

QUALIFICATIONS

• A bachelor's degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content
• Minimum GPA of 3.0/4.0
• Expected graduation date no later than fall 2026

• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
• This role will not offer any form of sponsorship

 WHAT WE VALUE

• Strong analytical skills, both quantitative and qualitative, and working knowledge of Microsoft Office—Word, Excel, and PowerPoint
• Knowledge of data analysis, project management, and presentation design
• Excellent interpersonal, verbal, and written communication skills
• Intellectual curiosity; seeking opportunities to develop new skills
• Ability to work in teams and be flexible to work under tight deadlines and changing client needs
• Strong organizational skills and attention to detail

WHAT A TYPICAL DAY LOOKS LIKE

• Critically analyze different investment markets, managers’ investment styles, and portfolio characteristics and evaluate their impact on investment performance each quarter.
• Produce accurate and detailed client reports through analysis of client-specific investment data, in support of consulting colleagues.
• Assist in producing quarterly presentations that will review the general state of the economy, stock/bond market performances both domestically and internationally, economic trends, and changes in regulations affecting investments.
• Collect data needed for quarterly performance reports and analyze the client’s portfolio performance, including performance of each of the funds within the client’s investment options.
• Coordinate the collection of client specific data from external vendors for reporting.
• Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner.
• Play an important role in investment manager searches, mutual fund selection, asset allocation studies, and other investment-related activities.

This full-time role has an anticipated start date of January 2027 or sooner. Candidates must be available to start this full-time role immediately if selected for this role. This role will not offer relocation assistance  

WHAT’S NEXT?

Candidates must apply by submitting an application on our website. Selected candidates will be invited to complete a first round digital interview via the Phenom video interview platform. You will be contacted if you are selected to participate in final round interviews. Final round interviews will be focused on analytical thinking, communication, collaboration, learning agility, and interest in investment consulting. We are looking for candidates with the curiosity, foundational skills, and potential to develop into a successful investment professional.

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 providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you require an accommodation during the application or interview process, please let us know by contacting [email protected]