Investment Portfolio Manager

3 days ago

Mumbai, Maharashtra, India Marsh McLennan Full time
Overview

Mercer's Values-Aligned & Sustainable Investments team is a global specialist in holistic values-aligned portfolios, including private markets. We offer customized and pooled investment solutions and advisory services for institutional investors across various asset classes.

Salary

We are offering an estimated salary of $120,000 to $180,000 per year, based on the location and experience required for this role.

Job Description

This role will be responsible for working with the VA/SI team to prepare market-ready deliverables for existing clients and new business opportunities. You will also be responsible for understanding different segments within public markets and alternative assets to assist with preparing presentations and client deliverables.

You will liaise with segment, asset class, and consulting teams to ensure alignment on deliverables and expectations. Additionally, you will maintain and update databases with updated information on values-aligned and sustainable investment opportunities across asset classes.

This role requires excellent communication skills, manifested in concise written communication and clear verbal articulation, that can express complex topics in ways that can engage a broad audience.

You will also be responsible for coordinating with the VA/SI team to ensure internal colleagues and clients are receiving and aware of intellectual capital produced by the Strategic Research Teams.

Required Skills and Qualifications

We are looking for a candidate with proven investment industry experience (ideally 5-7 years in an investment role) with exposure to values-aligned and sustainable investment strategies.

You should have experience and knowledge of portfolio analytics, as well as experience with Public Equities or Alternatives asset classes (i.e., Private Equity, Private Debt, Infrastructure/Real Estate, or Hedge Funds).

A Master's degree in finance, Economics, Management, Mathematics, Engineering, or a similar field is required. CAIA, CFA charterholder or any progress towards it would be preferred.

Benefits

Mercer offers a range of benefits and rewards to enhance your well-being, including 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.

Others

Mercer 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.

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