2 Investorforce Jobs

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. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team 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: Prepare monthly and quarterly performance report for (Defined Contribution, Defined Benefit and Delegated Solution) Analyze performance of different investment options and overall plan Communicate with investment and custodians to gather and/or clarify client specific data for reporting Reviewing work of senior analysts/process developer/process champions and providing them guidance Produce quarterly manager commentary by assessing the performance of fund/investment strategies Involved in team management as well as production support for high level deliverables in investments Client communications and reviews, managing ramp-ups and ongoing transitions Periodical SLA monitoring and discussion with the stakeholders Conducting One-O-Ones and team meetings Define, delegate, monitor and participate in employee engagement activities Responsible for mentoring and leading a team of analysts across different processes Own accountability by being able to help teams troubleshot issues on projects Responsible for driving Process Improvements Career planning and grooming of team members for next level Manage relationship with onshore Business Process Owners and senior management Ensuring exceptional client experience Responsible for all performance management activities including supervision, goal setting, ongoing performance communication, employee engagement and development, review and mentoring Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to Level E/F and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 6 years experience Graduate (B.com, 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 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, Delegated Solution and AVC clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Experience of MS Office ((MS-Excel, MS-Word, PowerPoint), third party tools – Bloomberg, Investorforce/Investment Metrics, Morning Star, Lipper, etc. Excellent Word, Advanced Excel and PowerPoint skills 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 Ability to work and perform under strict deadlines and quick turnaround projects Ability to understand the link between data, client needs and its application to the “bigger picture” Exceptional interpersonal, organizational, business communication, and time management skills Experience of managing key stakeholders or service providers Strong exposure in knowledge and experience in managing operations, multiple processes and their SLAs Prior experience of building strong stake holder partnerships. Managing stakeholder expectations Knowledge on Quality tools like Six Sigma, Lean are good to have. Knowledge and experience in transfer efforts and transition of processes. Yellow / Green belt certification Ability to meet deadlines and a real desire to achieve results Strong ability to participate in difficult conversations and handling escalations Ability to build rapport and respond confidently to customer queries Assertive, challenges processes and the "as is" to achieve a better service and experience for the client 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 work as part of a team and build strong working relationships with peers 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 believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity 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

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. Lead Specialist - Investments (Performance Reporting ) We are looking to hire a candidate in the Performance Reporting Team (EPR T)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 function s.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 Strategie s. We will count on you f or:Prepare monthly and quarterly performance report for (Defined Contribution, Defined Benefit and Delegated Soluti on)Analyze performance of different investment options and overall p lanCommunicate with investment and custodians to gather and/or clarify client specific data for report ingReviewing work of senior analysts/process developer/process champions and providing them guida nceProduce quarterly manager commentary by assessing the performance of fund/investment strateg iesInvolved in team management as well as production support for high level deliverables in investme ntsClient communications and reviews, managing ramp-ups and ongoing transiti onsPeriodical SLA monitoring and discussion with the stakehold ersConducting One-O-Ones and team meeti ngsDefine, delegate, monitor and participate in employee engagement activit iesResponsible for mentoring and leading a team of analysts across different proces sesOwn accountability by being able to help teams troubleshot issues on proje ctsResponsible for driving Process Improveme ntsCareer planning and groomingof team members for nextle velManage relationship with onshoreBusiness Process Owners and senior managem entEnsuring exceptional client experie nceResponsible for all performancemanagement activitiesincluding supervision, goalsetting, ongoing performance communication, employee engagement and development,review and mentor ingEnsuring compliance with all internal and client polic iesDriving Process Improveme ntsProviding timely updates to Level E/F and other stakehold ersTraining and coaching new hires in the t eam What you need to h a ve: Knowledge & Sk ills:Strong understanding and proper usage of investment-related terminology in written and verbal communication in En glishAbility to work as part of a team and build strong working relationships with peersExperience in analyzing investment portfolios or researching investment managers located outside of IndiaPreparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Perfor manceProduce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) cli ents.Computations of returns (money weighted / time weighted) for Defined Benefit, Delegated Solution and AVC cl ientsExposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attrib utionGood command on MS Office applications (MS-Excel, MS-Word, PowerP oint)Problem solving skills and attention to d etailAbility 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 -dateStrong verbal and written communication and analytical s killsAbility to work and perform under strict deadlines and quick turnaround pro jectsAbility to understand the link between data, client needs and its application to the bigger pic tureExceptional interpersonal, organizational, business communication, and time management s killsStrong working knowledge of MS Office, third party tools Bloomberg, Investorforce/Investment Metrics, Morning Star, Lipper, etc. Eligib ility:Minimum 6 years experience o verallGraduate (B.com, BBA or equivalent). However, Master&aposs Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be pre ferredPreferred experience in people management (leading a span of about 5-10 p eople)Excellent Word, Advanced Excel and PowerPoint skillsExceptional communication skills, both verbal and w rittenExperience of managing key stakeholders or service pro vidersStrong exposure in knowledge and experience in managing operations, multiple processes and thei r SLAsPrior experience of building strong stake holder partnerships. Managing stakeholder expect ationsKnowledge on Quality tools like Six Sigma, Lean are good to have.Knowledge and experience in transfer efforts and transition of proc esses.Yellow / Green belt certifi cationAbility to meet deadlines and a real desire to achieve r esultsStrong ability to participate in difficult conversations and handling escal ationsAbility to build rapport and respond confidently to customer q ueriesAssertive, challenges processes and the "as is" to achieve a better service and experience for the client What makes you sta nd outAdaptable communicator, facilitator, influencer and problem solverHigh attention to detailGood relationship skills, Proven ability to work on own initiative as well as in a teamAbility to multi-task and prioritize time effe ctivelyAbility to perform under pressure and strict ti melinesExposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Table au etc.Why join ou r team:We help you be your best through professional development opportunities, interesting work and supportive l eaders.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 commu nities.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well -being. Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applica ble 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 i n person Kindly apply through b elow link https://mmc.wd1.myworkdayjobs.com/MMC/job/Gurugram---DLF-Building/Lead-Specialist---Investment s_R_311424 Show more Show less