Lead Specialist – Investments (Technical)

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 (Technical)

The role will be responsible for process improvements and spearheading automation initiatives tailored for US performance reporting. It will involve extensive use of in-house tools, Python, and SQL to streamline processes and daily operations.

The role will also require supporting analysis and research at every stage of the investment decision, risk management, and investment monitoring process for a portfolio of clients. The focus areas include data collection and analysis, investment strategies research, performance reporting, and related investment consulting functions. The incumbent should have a solid understanding of the Global Capital Markets, asset classes, and investment strategies, with the ability to leverage automation tools and data visualization techniques to optimize reporting workflows.

We will count on you for:

• Well-versed knowledge of Python, SQL, and other relevant tools/technologies
• Exposure to coding and automation using VBA, R, etc., and visualization tools such as Power BI, Tableau, or similar
• Proven track record of successfully implementing automation projects and integrating project components end-to-end
• Driving process improvements through automation and innovative analytical techniques
• Communicating complex technical findings clearly to non-technical stakeholders
• Troubleshooting issues across projects, ensuring smooth end-to-end project execution
• Managing relationships with onshore Business Process Owners and senior management
• Solid understanding of investment portfolios, asset classes, global capital markets, and performance attribution
• Preparing monthly and quarterly performance reports for Defined Contribution, Defined Benefit, and Not for Profit Plans.
• Analyzing performance of different investment options and overall plans
• Collaborating with investment teams and custodians to gather and clarify client-specific data for reporting
• Managing client communications, reviews, ramp-ups, and ongoing transitions
• Defining, delegating, monitoring, and participating in employee engagement activities
• Ensuring an exceptional client experience
• Ensuring compliance with internal and client policies
• Providing timely updates to Level E/F and other stakeholders
• Training and coaching new hires on automation tools

What you need to have:

• Minimum 5+ years’ experience overall
• Programming skills in VBA, Python, R, or similar languages for automation and data analysis
• Familiarity with data analysis and visualization tools such as Power BI, Tableau, or similar
• Experience leading large-scale projects involving new technology implementations and ensuring end-to-end project integration
• Strong understanding and proper usage of investment-related terminology
• Experience analyzing investment portfolios or researching investment managers outside of India
• Computation of returns (money-weighted / time-weighted) for Defined Benefit and NFP clients
• Exposure to Global Capital Markets and knowledge of various Asset Classes and Investment Strategies
• Proficiency in MS Office applications (Excel, Word, PowerPoint)
• Problem-solving skills and attention to detail
• Ability to multitask, manage multiple priorities, and work under strict deadlines
• Strong communication and analytical skills
• Ability to perform under pressure and deliver quick turnaround projects
• Excellent interpersonal, organizational, and time management skills
• Familiarity with third-party tools such as Bloomberg, Investment Metrics, Morningstar, Lipper, etc.

What makes you stand out

• Proven expertise in automating complex performance reports and data workflows
• Strong experience with data visualization tools for creating interactive dashboards
• Exposure to investment research, market analysis, and performance attribution
• Strong interpersonal skills and stakeholder management
• Adaptability, facilitation, and problem-solving capabilities
• High attention to detail and ability to work independently or in teams
• Experience leading projects with end-to-end integration, ensuring seamless coordination across all phases
• 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 make an 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 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