Portfolio Analyst

Investment ConsultantWe are seeking a highly skilled Investment Consultant to join our team. This role will be based in Pune and will involve working closely with the Investments group to provide a broad range of investment consulting and advisory services.This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.Measurement of investment performance for asset classes in clients' portfoliosCommunication with investment managers, money managers, and custodians to gather and clarify client-specific data for reportingPreparation of monthly/quarterly portfolio evaluation reports for institutional clients, including analysis of market performance, investment results, style exposures, and recommendations for portfolio rebalancingProject management, work allocation, capacity management, peer review, and team member training and developmentExecution of daily operations activities for performance reportingLeadership and management of end-to-end operations to ensure seamless report/project deliveryBuilding relationships with stakeholders for effective service delivery managementLeading strategic projects and providing guidance to the teamDevelopment and management of key performance indicators (KPIs) and handling escalationsContribution to defining strategic priorities for the businessFocus on developing new capabilities and branding initiativesPromoting team engagement and knowledge development initiatives, while ensuring compliance with organizational policiesKey Skills and Qualifications:In-depth knowledge of investment consulting principles and practices, including asset allocation, portfolio construction, and performance measurementExcellent understanding of the investment industry, including asset classes, investment strategies, and market trends3-6 years of experience in the wealth management/investment industryExpertise in data analysis and interpretation, with the ability to troubleshoot discrepancies in the performance dataExceptional problem-solving and critical-thinking abilities, with a keen attention to detail and the ability to identify and address potential issues or risksProven track record of successfully managing teams and serving as a people manager, with the ability to provide guidance, mentorship, and support to team membersStrong leadership skills, with the ability to lead new workstreams and projects, ensuring successful delivery within defined timelinesStrong project management skills, with the ability to prioritize tasks, manage resources, and drive projects to successful completionAbility to collaborate effectively with clients, investment managers, and other stakeholders to understand their needs and provide tailored solutionsWhy Choose Us?We offer professional development opportunities, interesting work, and supportive leadersWe foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communitiesOur scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-beingMarsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.