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INVESTMENT PERFORMANCE ANALYSIS AND FINANCIAL REPORTING: A CASE STUDY OF GERMANY FACTSHEETS

Aluno: Tobia Pericolo


Resumo
This report analyzes my internship experience at Mercer Portugal as part of the Master in Finance at ISEG and provides an overview of my experience in this leading financial consulting company. This internship gave me first-hand experience in the field of investment consulting and asset management, with a focus on German clients and on large companies from this country. I worked within the Global Securities Data and Performance Reporting teams, and my main responsibilities involved the preparation of reports based on the various financial data that Mercer receives quarterly from partner companies. During the months I worked in various teams, I did a kind of rotation and tackled different types of issues and tasks. The tasks I accomplished were not overly complex in terms of the amount of financial knowledge required to complete them and my background allowed me to fully understand what I was doing, being able to finish them much faster and with fewer mistakes. Especially with regard to the Factsheets handling, the main task assigned to me, I was the person in the team who completed the most of them, working together with managers and collaborating successfully with my colleagues. Although the internship presented many challenges, these experience powered my professional growth. I made significant contributions at Mercer, helping my team with daily tasks and making business processes faster.


Trabalho final de Mestrado