Lead Specialist - Investments

Oliver Wyman

6 - 10 years

20 - 25 Lacs

gurugram

Posted:Just now| Platform:

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Skills Required

data analysis backend wealth management vrs process improvement consulting risk management macros monitoring sql

Work Mode

Work from Office

Job Type

Full Time

Job Description

Measurement of investment performance for asset classes in clients portfolios
Communication with investment managers, money managers, and custodians to gather and clarify client-specific data for reporting
Preparation of monthly/quarterly portfolio evaluation reports for institutional clients, including analysis of market performance, investment results, style exposures, and recommendations for portfolio rebalancing
Project management, work allocation, capacity management, peer review, and team member training and development
Execution of daily operations activities for performance reporting
Leadership and management of end-to-end operations to ensure seamless report/project delivery
Building relationships with stakeholders for effective service delivery management
Leading strategic projects and providing guidance to the team
Development and management of key performance indicators (KPIs) and handling escalations
Contribution to defining strategic priorities for the business
Focus on developing new capabilities and branding initiatives
Promoting team engagement and knowledge development initiatives, while ensuring compliance with organizational policies
Driving process improvement initiatives aligned with business priorities and delivering results.

What you need to have:

In-depth knowledge of investment consulting principles and practices, including asset allocation, portfolio construction, and performance measurement.
Excellent understanding of the investment industry, including asset classes, investment strategies, and market trends.
6-10 years of experience in the wealth management/investment industry
Mandatory Requirement - Expertise in the Performance reporting, with deep understanding of TWRR/MWRR, Attribution analysis, calculation of stitched performances, composites and benchmark performances etc. The candidate must have experience in designing and modifying VRS components from backend, data upload and adequate coding skills to link the data to components.
Proficiency in PowerBI, Macros is a must
Advance excel and experience in Python, SQL are preferred
Proficiency in data analysis and interpretation, with the ability to troubleshoot discrepancies in the performance data
Exceptional problem-solving and critical-thinking abilities, with a keen attention to detail and the ability to identify and address potential issues or risks.
Proven track record of successfully managing teams and serving as a people manager, with the ability to provide guidance, mentorship, and support to team members
Strong leadership skills, with the ability to lead new workstreams and projects, ensuring successful delivery within defined timelines
Strong project management skills, with the ability to prioritize tasks, manage resources, and drive projects to successful completion.
Ability to collaborate effectively with clients, investment managers, and other stakeholders to understand their needs and provide tailored solutions.
Continuous learning mindset, staying updated with industry trends, emerging technologies, and best practices in investment consulting and performance measurement.
Ability to work in a fast-paced and dynamic environment, adapting to changing priorities and managing multiple tasks simultaneously.
Strong interpersonal skills, with the ability to build and maintain relationships with clients, colleagues, and industry professionals.

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