FAQs
Do we support remote work?
Yes, we support remote work in a hybrid format, requiring employees to be in the office at least three days a week.
What qualifications are required for this position?
Candidates should have completed or be near completion of an undergraduate degree in Finance, Economics, or a related field.
Is prior experience necessary for applicants?
Yes, candidates should have 6-12 months of experience in a back/middle office role in the banking or financial services industry.
What skills are essential for the Portfolio Analyst role?
Essential skills include strong problem-solving and analytical abilities, excellent time management, proficiency in Microsoft Office (especially Word and Excel), and excellent oral and written communication skills.
What type of career progression is available in this role?
There is an opportunity for progression into a client and carrier relationship role following the completion of key development milestones over 18-24 months.
What kind of tasks will a Portfolio Analyst be responsible for?
A Portfolio Analyst will maintain and analyze portfolio data, manage CRM records, draft policy documentation, drive billing processes, and manage accounts.
Is team collaboration important for this role?
Yes, being team-oriented and having excellent interpersonal skills are important as the role involves collaboration with various teams at Marsh.
What benefits does Marsh offer its employees?
Marsh offers professional development opportunities, a supportive work culture, and various benefits and rewards to enhance employee well-being.
What makes a candidate stand out for this position?
A candidate who shows a willingness to go the extra mile for client satisfaction, has aspirations for a solid career in financial services, and possesses excellent interpersonal skills would stand out.
Where is the Portfolio Analyst role located?
The role is based in the Melbourne office.