Portfolio Analyst
Vor 5 Tagen
3 days ago, from Marsh & McLennan Companies MMC
We are seeking a talented individual to join our Marsh Credit Specialities team at Marsh .
This role will be based in Melbourne office .
This is a hybrid role that has a requirement of working at least three days a week in the office.
An exciting opportunity has become available to work in the Marsh Political Risk and Structured Credit team .
The Portfolio Analyst provides support relating to the Political Risk and Structured Credit team's live portfolio, transaction execution, and wider business development efforts.
In this Melbourne-based role, you will have the opportunity to progress into a client and carrier relationship role following the completion of key development milestones over 18-24 months.
We will count on you to:
Maintain and Analyze Portfolio Data:Track pending and live portfolio data, including billing activity.
Prepare and maintain Deal Folders, Desktop Pipeline Spreadsheets, and Deal Market Sheets.
Input and extract Helios Data on an ad-hoc basis.
Maintain CRM (MPower) Records:Ensure accurate entry and updates of revenue projections and bookings.
Prepare MPower reports and dashboards for senior team members as required.
Policy Documentation:Draft Premium Calculation Sheets and Policy Schedules.
Review Policy Wordings prepared by senior team members (non-technical analysis).
Collaborate effectively with Marsh Client Operations for accurate and timely drafting of premium calculation sheets and review of invoices and closings.
Track and action overdue invoices and closings between clients, insurers, Marsh offices, and the Accounts Team.
Accounts Management:Respond to audit requests from Marsh Accounts.
Address client ledger balance requests.
What you need to have:
Completion or near completion of an undergraduate degree in Finance, Economics, or a related field.
Basic understanding and interest in capital markets.
6-12 months of experience in a back/middle office role in the banking or financial services industry.
Team-oriented with strong problem-solving and analytical skills.
Excellent time management skills and a "can-do" attitude with an eagerness to learn.
Proficiency in Microsoft Office, with intermediate/advanced skills in Microsoft Word and Excel.
Excellent oral and written communication skills.
What makes you stand out:
Willingness to go the extra mile for client satisfaction.
Ambition to build a solid career foundation in the financial services industry.
Excellent interpersonal skills and the ability to work well in a team or autonomously.
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
About Marsh:
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor.
Marsh McLennan is a global leader in risk, strategy, and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.
For more information, visit marsh.com, or follow on LinkedIn and X.
Marsh McLennan is committed to creating a diverse, inclusive, and flexible work environment.
We aim to attract and retain the best people and embrace diversity of 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, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office.
All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.
Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
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