Senior Portfolio Manager

5 days ago


Mumbai, Maharashtra, India Marsh McLennan Full time

About the Role

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

Job Summary

  • Support the Portfolio Management Team in managing discretionary fixed income portfolios for EMEA clients, including manager selection, portfolio construction and ongoing oversight
  • Develop a deep understanding of portfolios and sub-investment managers by summarizing Mercer manager and strategic research output and participating in due diligence meetings with sub-IMs
  • Oversee maintenance and evolution of the team's financial markets data monitoring framework (databank and datastream)
  • Analyse performance and risk metrics across portfolios and underlying managers utilising a combination of in-house tools and ad-hoc analysis
  • Maintain, update, enhance and document portfolio and risk management processes
  • Assist with team responsibilities regarding portfolio performance and positioning reporting
  • Oversee collection of sub-IM reporting and participate in quarterly meetings with sub-IMs
  • Build, maintain and encourage close working relationships with internal teams

What You Need to Have

  • 3+ years of relevant experience
  • Initiative and drive
  • Analytical mindset and highly numerate
  • Critical thinking, naturally curious and a problem-solver
  • Ability to work flexibly, independently and collaboratively as part of a team

What Makes You Stand Out

  • Passionate about a career in investment and portfolio management
  • Organized with a strong attention to detail and ability to meet tight deadlines
  • Effective communication skills

About Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan, the world's leading professional services firm in the areas of risk, strategy and people.

Marsh McLennan Commitment

Marsh 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.

Benefits

This role offers a competitive salary range of $80,000 - $110,000 per year, depending on experience, and comes with a comprehensive benefits package, including health insurance, retirement plan, and paid time off. The company also offers opportunities for professional development and advancement within the organization.



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