Senior Investment Manager

4 weeks ago

Mumbai, Maharashtra, India Marsh McLennan Full time

We are seeking a highly skilled professional to join our investment team at Marsh McLennan. This role will be based in a dynamic and fast-paced environment with a requirement of working at least three days a week in the office.

Role Overview

This is a senior-level position that involves overseeing portfolio data analytics for client reporting, designing and constructing portfolios, conducting values-aligned and sustainable education sessions, creating marketing materials, and leading thought leadership initiatives.

Responsibilities
  • Support the Values-Aligned & Sustainable Investments team in preparing market-ready deliverables for existing clients and new business opportunities.
  • Responsible for understanding different segments within public markets and alternative assets to assist with preparing presentations and alternative themes to help prepare client deliverables and marketing materials.
  • Liaise with segment, asset class, and consulting teams to ensure alignment on deliverables and expectations.
  • Maintain and update databases with updated information on values-aligned and sustainable investment opportunities across asset classes, including fundraising status, capacity, etc.
  • Coordinate with the Values-Aligned & Sustainable Investments team to ensure internal colleagues and clients are receiving and aware of intellectual capital produced by the Strategic Research Teams.
  • Coordinate with the Values-Aligned & Sustainable Investments team and relevant parties to complete RFPs.
  • Provide support for client deliverables and marketing materials using Excel and PowerPoint to create models, graphs, and tables.
Requirements
  • Proven investment industry experience (ideally 5-7 years in an investment role) with exposure to values-aligned and sustainable investment strategies.
  • Experience and knowledge of portfolio analytics.
  • Experience with Public Equities or Alternatives asset classes (i.e., Private Equity, Private Debt, Infrastructure/Real Estate, or Hedge Funds) preferred.
  • Proven ability to synthesize complex data analytics into a client-ready, accurate, and concise narrative with key takeaways and actionable next steps.
  • Experience designing client-ready, polished presentations or client deliverables that leverage specialist expertise and are visually engaging, with minimal rework and oversight.
  • Strong communication skills, manifested in concise written communication and clear verbal articulation, that can express complex topics in ways that can engage a broad audience.
  • Proactive and outcome-oriented with the ability to work well as part of a team and develop positive working relationships across the organization.
  • Ability to manage multiple projects, stakeholders, and deliverables simultaneously.
  • Ability to work independently and as part of a team.
  • Ability to thrive in a dynamic, high-performing team, supporting colleagues while managing your own tasks and projects.
  • Master's degree in finance, economics, management, mathematics, engineering, or a similar field.
  • CAIA, CFA charterholder or any progress towards it would be preferred.
What Makes You Stand Out
  • A positive and proactive attitude.
  • Excellent verbal and written communication skills.
  • Ability to absorb new information quickly.
  • Demonstrates the ability to build relationships with colleagues from various divisions.
  • Able to prioritize workload effectively to support the team.
  • Ability to own, drive, and deliver own work.
  • Ability to thrive in a dynamic, high-performing team, supporting colleagues while managing your own tasks and projects.
About Us
  • We provide opportunities for professional development, 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.
  • We offer a range of career opportunities, benefits, and rewards to enhance your well-being.

Salary Range: $120,000 - $180,000 per annum, depending on experience and qualifications.

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