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Insurance Investment Strategist

2 months ago


London, Greater London, United Kingdom Marsh McLennan Companies Full time

About Marsh McLennan Companies

Marsh McLennan Companies is a global professional services firm, providing advice and solutions in risk, retirement, and human capital. With over 75,000 colleagues operating in more than 130 countries, we help clients navigate an increasingly complex world.

About the Role: Analyst - Insurance Investment Strategy Group

We are seeking a talented and motivated individual to join our dynamic Insurance Investment Strategy Group. This role offers a unique opportunity to develop your investment knowledge with a specific focus on the insurance industry.

Your Responsibilities:

  • Support the wider insurance team and act as the insurance strategy specialist for clients and prospects.
  • Ensure excellent client service through accurate and timely reporting, record keeping, and market intelligence, serving as the primary contact for technical queries.
  • Develop and maintain a deep understanding of client needs, requirements, and the insurance regulatory environment.
  • Develop strategic asset allocations for insurance clients, including quantitative and qualitative evaluations of asset allocation strategies.
  • Provide preliminary recommendations to consultants on suitable investment strategies and structures for insurers, collaborating with specialist teams as needed.
  • Prepare for and attend client meetings, presenting technical analysis, key issues, and conclusions.
  • Maintain and review the technical accuracy and reasonableness of your work and that of others.
  • Contribute to team development and commercial strategy.

What You Need:

  • Previous experience in the investment industry with a strong motivation to learn and succeed in a strategy-oriented role.
  • High proficiency in Excel and Microsoft Office applications, with modelling experience being an advantage.
  • Strong numerical reasoning and analytical skills, with the ability to approach tasks in a logical manner.
  • Familiarity with the institutional investment landscape and strategy setting process.
  • A strong interest in the economic, investment, and regulatory factors that influence insurers' decision-making.
  • Natural attention to detail and intellectual curiosity.
  • Excellent organizational, interpersonal, and communication skills are also important.