Specialist - Investments

Job Description

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist - Investments We will count on you to : Take charge of the imminent delivery workflow coming in to IC Driving new business initiatives that are combination of research and delivery specs as known at the moment Stakeholder management Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations. Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise. Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines. Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects Production of bespoke and ad-hoc investment reports. Assisting in the implementation of changes to investment strategy arrangements as decided by our clients Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks Prepare a Client Audit Request response and a typical Client Valuation Request response Prepare valuation reports basis the cash flow information for the clients investment portfolio Contribute to other investment consulting support activities as assigned Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines Where appropriate, propose updates and improvements to current processes Contribute to other group projects as assigned Contribute and participate in knowledge development initiatives Coaching and guidance to the junior and new team members Attend queries, concerns, suggestions from stakeholders What you need to have: Prior Experience: 2-4 years of work experience in financial sector Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantage Adept in undertaking and articulating investment research and insights Ability to understand and interpret large amounts of fund performance indicators Comfortable in using Microsoft Word, Excel and PowerPoint Ability to work as part of a team What makes you stand out: Excellent verbal and written communication skills Ability to absorb new information quickly Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills Planning and Organising: Is able to prioritise workload effectively in order to support the team 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 have 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. 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