Specialist Investments

23 hours ago

Bengaluru, Karnataka, India Mercer Full time ₹ 15,00,000 - ₹ 25,00,000 per year

We will count on you to:

  • Take charge of the imminent delivery workflow coming in to IC
  • Driving new business initiatives that are combination of research and delivery specs as known at the moment
  • Stakeholder management
  • Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment
  • Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.
  • Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.
  • Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.
  • Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects
  • Production of bespoke and ad-hoc investment reports.
  • Assisting in the implementation of changes to investment strategy arrangements as decided by our clients
  • Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks
  • Prepare a Client Audit Request response and a typical Client Valuation Request response
  • Prepare valuation reports basis the cash flow information for the clients investment portfolio
  • Contribute to other investment consulting support activities as assigned
  • Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines
  • Where appropriate, propose updates and improvements to current processes
  • Contribute to other group projects as assigned
  • Contribute and participate in knowledge development initiatives
  • Coaching and guidance to the junior and new team members
  • Attend queries, concerns, suggestions from stakeholders

What you need to have:

  • Prior Experience: 2-4 years of work experience in financial sector

  • Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantage.

  • Adept in undertaking and articulating investment research and insights

  • Ability to understand and interpret large amounts of fund performance indicators
  • Comfortable in using Microsoft Word, Excel and PowerPoint
  • Ability to work as part of a team

What makes you stand out:

  • Excellent verbal and written communication skills
  • Ability to absorb new information quickly
  • Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills
  • Planning and Organising: Is able to prioritise workload effectively in order to support the team

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