Specialist - Investments

3 days ago

Gurugram, India Oliver Wyman Full time

Job Description We will count on you for: - Daily work management and execution of performance reporting operations activities - Measuring Performance of investments and asset classes - Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting - Reviewing work of peers and providing them guidance - Ensuring compliance with all internal and client policies - Driving Process Improvements - Providing timely updates to AM/TM and other stakeholders - Training and coaching new hires in the team What you need to have: - Minimum 2-3 years experience - Graduate (B.com, BBA or equivalent). However, Masters Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred - 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 - Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance - Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. - Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients - Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution - 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 - Excellent Word, Advanced Excel and PowerPoint skills - Exceptional communication skills, both verbal and written - Ability to meet deadlines and a real desire to achieve results - Ability to build rapport and respond confidently to customer queries 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 - 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.

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