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Specialist - Investments
2 weeks ago
We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.
Specialist- Investments
Performance Reporting
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.
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
- Reviewing work of peers and providing them guidance
- Ensuring compliance with all internal and client policies
- Driving Process Improvements
- Providing timely updates to AM/TM and other stakeholders
- Training and coaching new hires in the team
What you need to have:
- Minimum 2-3 years' experience
- Graduate , BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred
- 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
- Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)
- 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
- Excellent Word, Advanced Excel and PowerPoint skills
- Exceptional 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 customer 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
- 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.
Why join our team:
- We help you be your best 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.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer, a business of Marsh McLennan (NYSE: MMC), 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. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person
Mercer, a business of Marsh McLennan (NYSE: MMC), 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. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
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