Specialist - Portfolio Intelligence

We are seeking a talented individual to join our Investment 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 – Investment Strategy & Research

We are seeking a highly motivated individual to support the growth of our OCIO Portfolio Intelligence business. This is an excellent opportunity for someone looking to gain experience in investment consulting and portfolio analytics for Insurance and DB pension scheme clients. The role may also appeal to candidates currently working in Fiduciary Management, but seeking a new opportunity, or candidates with a strong investment background and technological expertise. The successful candidate will be a key member of the Portfolio Intelligence Team responsible for designing and implementing leading investment analytics tailored to each client using Mercer’s best ideas. This is a rewarding position within a dynamic and expanding team.

Key Responsibilities:

• Develop, maintain, and enhance quantitative models to improve client offerings.
• Lead automation initiatives to streamline processes.
• Collaborate with stakeholders to identify client needs and create solutions.
• Work with global teams to implement efficient, high-quality strategies.
• Provide technical insights to support client strategies.
• Model financial risks and review regular risk reports.
• Create pitch materials for potential clients.

Qualifications:

• Intermediate experience in Python, SQL, Excel, and VBA is a strong plus.
• Proven experience in automation and data wrangling.
• Strong desire to design structured and efficient solutions.
• Excellent analytical skills with a keen attention to detail.
• Basic understanding of financial instruments, including fixed income, equities, and funds.
• Ability to work independently and lead processes to meet deadlines.
• Master’s or Bachelor’s degree in Finance, Financial Engineering, Quantitative Finance, or a related quantitative field.
• Familiarity with standard risk measurement and management metrics for portfolios.
• Background in portfolio management, construction, and basic econometrics/statistical modeling is preferred but not required.

What Sets You Apart:

• Adaptable communicator and problem solver.
• Strong communication and content writing skills.
• High attention to detail.

Why Join Us:

• We support your growth through professional development, engaging work, and supportive leadership.
• We promote a vibrant, inclusive culture where you can collaborate with talented colleagues to create impactful solutions.
• Our scale offers diverse career opportunities and benefits to enhance your well-being.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan(NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenterand Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedInand X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

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.