Investment Strategist

1 week ago


Mumbai, Maharashtra, India Marsh McLennan Full time

We are seeking a talented investment strategist to join our team at Mercer in Mumbai. This role requires working at least three days a week in the office, allowing for a dynamic and collaborative work environment.

Job Overview

The Investment Strategist will be responsible for modeling equity portfolios, conducting factor and risk analysis of active and passive funds, and developing strategic asset allocation models. The ideal candidate will have 4-5 years of experience in portfolio management or investment strategies as a researcher or PM, with a strong background in portfolio management and construction.

The successful candidate will also possess excellent analytical and investment skills, with the ability to understand nuances between different fund managers based on their portfolio construction methodology and factor exposure. Multi-asset class exposure with experience in attribution analysis is highly desirable.

Key Responsibilities:
  • Model Equity Portfolios: Develop and implement advanced models for equity portfolio optimization, taking into account various market factors and trends.
  • Factor and Risk Analysis: Conduct comprehensive analysis of active and passive funds to identify key drivers of performance and potential risks.
  • Strategic Asset Allocation: Develop and maintain strategic asset allocation models to optimize portfolio returns while managing risk.
  • Portfolio Analytics: Provide in-depth analytics and insights to support informed investment decisions.
Requirements:
  • Experience: 4-5 years in portfolio management or investment strategies as a researcher/PM.
  • Education: BE/B Tech from a top-tier college and/or master's in finance/financial engineering/econometrics/quantitative finance/MBA.
  • Skills: Strong background in portfolio management and construction, excellent analytical and investment skills, and ability to understand nuances between different fund managers.

Estimated Salary: ₹1200000 - ₹1800000 per annum.



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