Specialist - Investment reporting(CFA)

3 weeks ago


Gurgaon, Haryana, India Marsh McLennan Full time

We are seeking a talented individual to join our Investments team at Marsh McLennan . This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.

  • Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization's Strategic Research Group
  • Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing
  • Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers
  • Review and amend investment policy statements
  • Write research papers on macro/micro economic environment and Investment industry trends
  • Providing research support on client requests including ESG, Style Analysis, Asset Class Trends
  • Review asset allocation and portfolio construction as per client goals and risk appetite
  • Fund managers screening and preparation of search report
  • Prepare wealth management factsheets
Requirements
  • A Masters' degree in Business Administration (MBA Finance) with strong quantitative and analytical content, CFA Preferred
  • Strong logical and analytical skills with attention to details
  • Strong working knowledge of MS Office, third party tools – Bloomberg, Morning Star, Lipper, etc
  • Exceptional interpersonal, organizational, business communication, and time management skills
  • Demonstrated success working with out-of-country professionals
  • Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
  • Excellent client management skills
  • Positive attitude & ability to adapt ever-changing environment
Eligibility
  • 2-3 years' experience in the wealth management/investment industry overall
  • Proficient understanding of asset classes (equity, fixed income and alternatives)
What makes you stand out?
  • Ability to understand the link between data, client needs and its application to the "bigger picture"
  • Excellent client management skills
  • Positive attitude & ability to adapt ever-changing environment
  • Strong multi-tasking skills
  • Excellent written and verbal communication skills

M Marsh McLennan helps build the confidence to thrive through the power of perspective. 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.



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