Global Investment Strategist

3 days ago


Mumbai, Maharashtra, India Marsh McLennan Full time

We are seeking a seasoned investment professional to join our team at Mercer in Mumbai, India. This is a hybrid role that requires working at least three days a week in the office.

About the Role

This Global Investment Strategist position plays a key role in the transformation of our investment capabilities globally. As part of our global business solutions, you will be responsible for developing strategic asset allocation models, risk & return calibration and portfolio analytics on client portfolios.

  • Main Responsibilities:
  • Modelling of Equity portfolios
  • Responsible for factor and risk analysis of active and passive funds
  • Develop strategic asset allocation models, risk & return calibration and portfolio analytics on client portfolios
  • Contribute to fund performance analysis and draft fund commentaries
  • Responsible for producing market summary for broader business with insights on various asset classes across the geographies
  • Conceptualize and develop models for deeper analysis of market environments and trends
  • Co-ordinate with multiple teams for managing the portfolios effectively
  • Take a leading role towards development of new techniques of portfolio attribution analysis
  • Mentor the juniors in the team to think like a portfolio manager
  • Analyze performance and risk metrics for prospective underlying managers
  • Understand deviations in performance and provide efficient commentary and explanation.
Requirements

To be successful in this role, you should have:

  • 4-5 years of work experience in a portfolio management /investment strategies team as a researcher/PM
  • 4-5 years' experience in global markets with inclination towards fixed income or equities
  • BE/B Tech from a top tier college and/or master's in finance / financial engineering / Econometrics / Quantitative Finance / MBA
  • Strong background in portfolio management and construction.
  • 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
  • Understanding of macro (fixed income/ rates) and systematic factors affecting a portfolio
  • Strong financial instruments knowledge, covering but not limited to fixed income, equities, funds, derivatives and market indices
  • Excellent analytical and investment skills
What We Offer

We offer a competitive salary package of approximately ₹25 lakhs per annum, along with a range of benefits including health insurance, retirement plan and opportunities for professional growth and development.

About Us

Mercer is a leading global consulting firm that helps clients navigate an increasingly dynamic and complex environment. With over 20,000 employees in 43 countries, we offer a diverse and inclusive work environment that values collaboration, innovation and excellence. We believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.

We are committed to embracing a diverse, inclusive and flexible work environment that attracts and retains the best people. We aim to create a workplace culture that is vibrant, collaborative and supportive, where everyone has the opportunity to grow and succeed.



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