Performance Reporting Senior Analyst

WAS Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst). We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT). 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.

About the Role

What can you expect? What is in it for you?

• Opportunity to be a part of worlds leading insurance broker and risk management company with client in over 130 countries with over 80,000 people
• Commitment to Diversity and Inclusion, Corporate Social Responsibility, and Sustainability
• A competitive salary, employee friendly policies, health care and insurance for you and dependents
• A respectful work environment that values healthy work-life balance
• Future career opportunities across a global organization to perform and grow
• Chance to be a part of a dynamic work culture that rewards innovation and collaboration
• Curated training programs with enhancing skills and building knowledge opportunity

Responsibilities

• Daily work management and execution of performance reporting operations activities
• Measuring Performance of investments and asset classes
• Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting
• Reviewing work of Analysts and providing them guidance
• Ensuring compliance with all internal and client policies
• Driving Process Improvements
• Providing timely updates to AM/TM and other stakeholders

Qualifications

• Minimum 1-2 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

Required Skills

• 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, Not for profit and Additional Voluntary Contributions 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

Preferred Skills

• 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.

Pay range and compensation package

A competitive salary, employee friendly policies, health care and insurance for you and dependents.

Equal Opportunity Statement

Commitment to Diversity and Inclusion, Corporate Social Responsibility, and Sustainability.