Senior Investment Portfolio Manager
1 month ago
Overview
Mercer, a leading global professional services firm, is seeking an experienced Senior Investment Portfolio Manager to join their investment team in Mumbai. This role offers a unique blend of portfolio management, research, and client engagement responsibilities.
Job Summary
We are looking for a highly skilled and motivated individual to oversee the discretionary fixed income portfolios for EMEA clients. As a Senior Investment Portfolio Manager, you will be responsible for managing multiple portfolios, analyzing performance and risk metrics, and working closely with sub-investment managers and internal teams.
Key Responsibilities:
- Support the Portfolio Management Team in managing discretionary fixed income portfolios for EMEA clients
- Analyze performance and risk metrics across portfolios and underlying managers using a combination of in-house tools and ad-hoc analysis
- Develop a deep understanding of portfolios and sub-investment managers through summarizing Mercer manager and strategic research output and participating in due diligence meetings
- Oversee the maintenance and evolution of the team's financial markets data monitoring framework
- Assist with quarterly meetings with sub-investment managers and maintain update notes
- Build and maintain close working relationships with internal teams, including portfolio management, investment, operations, and manager research
- Support business development and client management initiatives, including ad-hoc data requests
Requirements:
- 3+ years of relevant experience in investment portfolio management or a related field
- Initiative and drive, with a strong analytical mindset and high numeracy skills
- Experience using portfolio oversight tools, including eVestment and/or FactSet
- Critical thinking, problem-solving, and effective communication skills
What We Offer:
Mercer provides a dynamic work environment, opportunities for growth and development, and a competitive salary package. The estimated annual salary for this role is ₹12,00,000 - ₹18,00,000, depending on experience.
About Us:
Mercer is a business of Marsh McLennan, a global leader in professional services. We help clients navigate complex environments and achieve their goals through our expertise in risk, strategy, and people. With over 20,000 employees in 43 countries, we operate in over 130 countries worldwide.
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