Investment Analyst

About the Role

Marsh is seeking motivated and intellectually curious graduates to join our 2027 Full-Time Investment Analyst Program. As an Investment Analyst, you’ll support investment professionals in delivering research, analysis, reporting, and investment consulting solutions to institutional clients.

The Investment Analyst Program

The Full-Time Investment Analyst Program is designed to develop the next generation of investment professionals through a combination of structured training, practical experience, mentorship, and ongoing professional development.

• You’ll begin your career on June 7, 2027, at your assigned office location.
• Following your start date, you will attend the mandatory, four-day, in-person Investment Analyst Academy in Boston from June 14–17, 2027. This academy is an immersive experience designed for foundational investment training, hands-on simulations, case studies, and relationship building.
• After the Academy, you’ll return to your assigned office and investment team to gain practical experience supporting institutional clients and developing technical, analytical, and professional skills.

Key Responsibilities

• Participate in the mandatory, four-day Investment Analyst Academy in Boston, featuring live training, investment simulations, case studies, and networking opportunities.
• Build foundational knowledge of investment markets, asset classes, portfolio construction, manager research, performance and risk analysis, and institutional investing.
• Conduct investment research and analysis to support portfolio recommendations, investment strategies, and client objectives.
• Assist with evaluating investment managers, strategies, and market developments across traditional and alternative asset classes.
• Support client teams in preparing investment reports, presentations, and other client deliverables.
• Gain exposure to Investment Advisory and OCIO consulting across various institutional client segments.
• Develop technical, analytical, communication, and professional skills through hands-on assignments, structured learning, mentorship, and ongoing feedback.

Who We’re Looking For

We are looking for candidates who demonstrate:

• Strong analytical and quantitative skills.
• Intellectual curiosity and a genuine interest in financial markets, investments, and institutional investing.
• Strong written and verbal communication skills.
• Attention to detail and sound judgment.
• The ability to analyze information, identify key insights, and communicate them clearly.
• A collaborative mindset and the ability to work effectively with colleagues.
• Initiative, accountability, adaptability, and a commitment to learn.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Previous investment industry experience is not a requirement.

Qualifications

• Bachelor’s degree or Master’s degree in finance, economics, business, mathematics, or a related field, completed before the program start date on June 7, 2027.
• Strong academic record.
• Relevant coursework, internships, academic projects, or extracurricular activities demonstrating an interest in investments or financial markets.
• Availability to begin full-time employment on June 7, 2027.
• Availability to attend the mandatory, in-person Investment Analyst Academy in Boston, June 14–17, 2027.
• Permanent authorization to work in the United States without the need for current or future employer sponsorship.