Portfolio Analyst, Fixed Income

Marsh McLennan

Portfolio Analyst supporting discretionary fixed income portfolios, manager research, and portfolio construction at Mercer. Analysing performance and risk for International Region clients in a hybrid London or Cork role.

Posted 9/7/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing discretionary fixed income portfolios, with strong analytical skills for portfolio performance analysis and risk metrics. Proficient in investment strategy development and familiar with AI technologies in investment processes.

Highest-signal resume keywords

Fixed Income Portfolio ManagementInvestment Strategy DevelopmentPortfolio Performance AnalysisCFA, CAIA, FIA, FSAI ProgressInvestment Data Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical SkillsQuantitative SkillsPortfolio Construction TechniquesRisk AnalysisPerformance AttributionInvestment ResearchMulti-Manager FundsInvestment Manager SelectionInvestment Performance ReportingData Analysis

Soft Skills

Attention to DetailOrganizational SkillsProblem-Solving SkillsCollaborationEffective Communication

Tools & Technologies

Microsoft ExcelEVestmentFactSetAI-Enabled ToolsInvestment Analytical Tools

Certifications & Qualifications

CFACAIAFIAFSAI

Industry Keywords

Investment ManagementAsset ManagementInvestment ConsultingFinancial ServicesInstitutional Investors

About the role

Key responsibilities & impact

Support Portfolio Managers in managing discretionary fixed income portfolios for International Region clients
Contribute to investment and portfolio construction decisions across government bonds, corporate credit, currency, securitised assets, and specialist sectors
Assist with investment manager research, selection, and ongoing oversight
Help design, develop, and implement investment strategies and portfolio solutions
Develop understanding of fixed income markets, manager universes, and portfolio positioning
Analyse portfolio performance, risk metrics, and underlying manager results
Maintain, enhance, and document portfolio and risk management processes
Support integration of technology and AI-enabled tools
Assist with portfolio performance reporting and investment materials
Build relationships with Portfolio Management, Manager Research, Investment, Operations, and external investment manager teams
Support client management and business development initiatives where appropriate

Requirements

What you’ll need

Previous experience within investment management, investment consulting, asset management, or a related financial services environment
Genuine passion for investment markets and portfolio management
Strong analytical and quantitative skills
Excellent attention to detail and highly organised approach
Strong problem-solving skills
Ability to work independently and collaboratively
Effective communication skills
Experience using investment data and analytical tools
Proficiency with Microsoft Excel and other business applications
Three or more years of investment industry experience (standout qualification)
Experience with fixed income portfolios, multi-manager funds, or manager research
Knowledge of portfolio construction techniques, risk analysis, and performance attribution
Experience with eVestment, FactSet, or similar investment research and analytics tools
Strong interest in data and AI technologies within investment processes
Progress towards or completion of CFA, CAIA, FIA, FSAI, or equivalent (standout qualification)
Experience working with institutional investors

Benefits

Comp & perks

Hybrid work with flexibility to work remotely and collaborate in the office
Professional development, technical learning, and career progression opportunities
Supportive, inclusive, and high-performing culture
Exposure to leading investment professionals and highly rated investment managers
Global scale and market-leading expertise
Reasonable adjustments for candidates with disabilities