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 TeamThe 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:
Knowledge & Skills:
- Strong understanding and proper usage of investment-related terminology in written and verbal communication in English
- 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, Delegated Solution and AVC 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
- 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
- Strong working knowledge of MS Office, third party tools – Bloomberg, Investorforce/Investment Metrics, Morning Star, Lipper, etc.
Eligibility:
- Minimum 6 years’ experience overall
- 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
- Preferred experience in people management (leading a span of about 5-10 people)
- Excellent Word, Advanced Excel and PowerPoint skills
- Exceptional communication skills, both verbal and written
- 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 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.
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 personMercer, 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 mercer.com, 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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