Associate Director

We are seeking a talented individual to join our Investments team at Mercer. 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.

Associate Director – Investments (MVP)

We are looking to hire in the Mercer View Point (MVP) team

The role will be responsible for working closely with the investment managers, to deliver comprehensive and accurate reports for wealth management clients and support related functions.

This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies.

We will count on you for:

• Daily work management and execution of reports and other operations
• Communicate with investment managers to gather and/or clarify data for reporting
• Ensuring compliance with all internal and client policies
• Active Participation inProcess Improvements
• Providing timely updates to AM/TM and other stakeholders
• Training and coaching new hires in the team

What you need to have:

Knowledge & Skills:

• Ability to work as part of a team and build strong working relationships with peers
• Experience in analyzing investment portfolios or researching investment managers located outside of India
• Knowledge of investment strategies and ability to write reports covering details of the investment process
• Exposure to Global Capital Markets and working knowledge of various Asset Classes
• Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)
• Problem solving skills and attention to detail
• 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
• Strong verbal and written communication and analytical skills
• Ability to work and perform under strict deadlines and quick turnaround projects
• Ability to understand the link between data, client needs and its application to the "bigger picture"
• Exceptional interpersonal, organizational, business communication, and time management skills

What you need to have:

• Minimum 10+ years' experience overall
• Graduate (B.com, BBA or equivalent). Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred
• Excellent Word, Advanced Excel and PowerPoint skills
• Exceptional communication skills, both verbal and written
• Experience in working across multiple processes and achieving SLAs
• Ability to meet deadlines and a real desire to achieve results
• Ability to build rapport and respond confidently to client queries
• Prior experience of building strong stake holder partnerships. Managing stakeholder expectations
• Knowledge on Quality tools like Six Sigma, Lean are good to have
• Preferred experience in people management (leading a span of about 15-20)

What makes you stand out?

• Adaptable communicator, facilitator, influencer and problem solver
• High attention to detail
• Good relationship skills, Proven ability to work on own initiative as well as in a team
• Adaptable communicator, facilitator and problem solver
• High attention to detail
• Ability to multi-task and prioritize time effectively
• Ability to perform under pressure and strict timelines
• Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• 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.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.