Lead Specialist - Investments

Oliver Wyman

6 - 11 years

20 - 25 Lacs

gurugram

Posted:None| Platform:

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Skills Required

business process green belt team management performance management coding consulting ms office risk management monitoring six sigma

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 overall
Graduate (B.com, BBA or equivalent). However, Masters Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred
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.
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.

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