Job
Description
Company: Marsh Description: 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. Senior Specialist - Investments As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports Your role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting, financial modeling, asset class research, and related investment consulting functions In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve You should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment We will count on you to: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization s Strategic Research Group Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers Review and amend investment policy statements Write research papers on macro/micro economic environment and Investment industry trends Providing research support on client requests including ESG, Style Analysis, Asset Class Trends Review asset allocation and portfolio construction as per client goals and risk appetite Fund managers screening and preparation of search report Prepare wealth management factsheets What you need to have: 3-5 years experience in the wealth management/investment industry overall Proficient understanding of asset classes (equity, fixed income and alternatives) A Masters degree in Business Administration (MBA Finance) with strong quantitative and analytical content, CFA Preferred Strong logical and analytical skills with attention to details Strong working knowledge of MS Office, third party tools - Bloomberg, Morning Star, Lipper, etc Exceptional interpersonal, organizational, business communication, and time management skills Demonstrated success working with out-of-country professionals 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 Excellent client management skills Positive attitude & ability to adapt ever-changing environment What makes you stand out? Ability to understand the link between data, client needs and its application to the bigger picture Excellent client management skills Positive attitude & ability to adapt ever-changing environment Strong multi-tasking skills Excellent written and verbal communication skills 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
