Financial Services Expertise

1 day ago

Gurgaon, Haryana, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000
Asset Management Professional

This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.

  • Develop asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group.
  • Prepare Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing.
  • Prepare 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.
  • Make 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 which involves assessment of strategies on various factors such as the investment team, investment process, risk management, factor/style exposures using Style Analytics, and fees.
  • Review and amend investment policy statements.
  • Author research papers on macro/micro economic environment and Investment industry trends.
  • Provide research support on client requests including ESG, Style Analysis, Asset Class Trends.
  • Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects.

This role requires a strong understanding of Wealth Management, Investment Management industry and asset classes equity, fixed income, and alternatives.

A minimum experience of at least 8 years in the financial services industry is required.

The ideal candidate will have:

  • Relevant bachelors or masters 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.
  • 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.

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.

Mercer a business of Marsh McLennan is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people.

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