Senior Investment Manager

4 days ago


Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,80,00,000
Strategic Investment Professional

We are seeking a talented investment professional to join our team.

This role will be based in Gurgaon and involves working with our investments team at Mercer. It is a hybrid role that has a requirement of working at least three days a week in the office.

As a member of the Investments team, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports.

You will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve.

Key Responsibilities:

  • Developing strategic asset allocation solutions for institutional clients while incorporating the asset class views of the organization's Strategic Research Group
  • Preparing portfolio evaluation reports detailing the market performance, investment results, style exposures, and recommendations for portfolio rebalancing
  • Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers
  • Making recommendations to clients basis the manager search and selection for various investment strategies - US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG
  • Review and amend investment policy statements
  • Authoring research papers on macro/micro economic environment and Investment industry trends
  • Providing research support on client requests including ESG, Style Analysis, Asset Class Trends

What You Need:

  • Relevant bachelor's or master's degree in finance or economics with demonstrated academic achievement
  • Prior experience in asset management or financial services preferably across multiple asset classes and investment disciplines; at least 8 years of experience in the financial services industry
  • Proficient understanding of Wealth Management, Investment Management industry, and asset classes (equity, fixed income, and alternatives)
  • Ability to understand the link between data, client needs, and its application to the 'bigger picture.'
  • Proven organizational and project management skills including the ability to manage multiple stakeholders
  • Excellent written and verbal communication skills capable of influencing diverse audiences

Why Join Our Team?

  • We help you grow through 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


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