Performance Reporting Assistant

**WAS Investments**

Level B (Senior Analyst)

**What can you expect?**

We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT)/ US Performance Reporting (US PRO)
The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions.
This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies.

**What is in it for you?**
- Medical insurance, personal accident insurance, group term life insurance from the day you join us
- Holidays (As Per the location)
- Shared Transport (Provided the address falls in service zone)

We will count on you for:

- Daily work management and execution of performance reporting operations activities
- Measuring Performance of investments and asset classes
- Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting
- Ensuring compliance with all internal and client policies
- Active Participation in Process Improvements
- Providing timely updates to AM/TM and other stakeholders
- Training and coaching new hires in the team

**YOUR NEXT CAREER**
**MOVE?**

**What you need to have**:
**Knowledge & Skills**:

- Ability to work as part of a team and build strong working relationships with peers
- Experience in analyzing investment portfolios or researching investment managers located outside of India
- Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance
- Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients.
- Computations of returns (money weighted / time weighted) for Defined Benefit, Not for profit and Additional Voluntary Contributions clients
- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution
- Problem solving skills and attention to detail
- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
- Strong verbal and written communication and analytical skills
- Ability to work and perform under strict deadlines and quick turnaround projects

What you need to have:

- Minimum 2 years’ experience overall
- Excellent Word, Advanced Excel and PowerPoint skills
- Excellent communication skills, both verbal and written
- Ability to meet deadlines and a real desire to achieve results
- Ability to build rapport and respond confidently to client queries

**What makes you stand out?**
- Adaptable communicator, facilitator, influencer and problem solver
- High attention to detail
- Good relationship skills, Proven ability to work on own initiative as well as in a team
- Adaptable communicator, facilitator and problem solver
- High attention to detail
- Ability to multi-task and prioritize time effectively
- Ability to perform under pressure and strict timelines
- Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.

About Mercer

At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers.

We’re in the business of creating more secure and rewarding futures for our clients and their employees — For more than 80 years, we’ve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, we’ve been united in our mission of enabling people around the globe to live, work, and retire well.