Specialist - Investments

Oliver Wyman

2 - 3 years

15 - 19 Lacs

gurugram

Posted:1 hour ago| Platform:

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Skills Required

automation coding consulting investment strategies data collection power bi risk management ms office monitoring python

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 peers and providing them guidance
Ensuring compliance with all internal and client policies
Driving Process Improvements
Providing timely updates to AM/TM and other stakeholders
Training and coaching new hires in the team

What you need to have:

Minimum 2-3 years experience
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
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
Excellent Word, Advanced Excel and PowerPoint skills
Exceptional communication skills, both verbal and written
Ability to meet deadlines and a real desire to achieve results
Ability to build rapport and respond confidently to customer queries

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 Pwer BI, Tableau etc.

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