Specialist - Investments

We will count on you for:

• 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 Power BI, Tableau etc.