Performance Reporting Analyst

Overview

In this role you support large institutional clients by delivering performance attribution, portfolio analytics and reporting. You will respond to client inquiries, participate in meetings, and craft clear insights across bespoke portfolios. The role combines analytics with client-facing reporting to drive evidenced-based investment discussions. You will contribute to process improvements and automation to enhance efficiency. This is a hybrid London-based opportunity within Mercer’s Investment Solutions team, offering meaningful client impact and collaboration with cross-functional partners.

Pay / Benefits

• professional development opportunities
• interesting work
• supportive leaders
• vibrant and inclusive culture
• career opportunities through scale
• benefits and rewards to enhance well-being

Responsibilities

• Calculate and review performance attribution and reporting accurately and on time
• Produce reports for investment committees and trustee boards
• Collaborate with custodians, external managers, and portfolio managers
• Address client queries and explain performance insights clearly
• Write investment and market commentary
• Support process improvements and automation to boost efficiency

Key requirements

• Demonstrable experience in performance analytics, portfolio reporting, and attribution within financial services or related investments environment
• Strong Excel and analytical skills
• Numerate degree
• CFA or CIPM is a plus
• Good communication, attention to detail, and ability to manage multiple stakeholders

• Good communication
• Attention to detail
• Stakeholder management
• Performance analytics
• Portfolio reporting
• Attribution

…