Specialist – Investments

Job description

We are seeking a talented individual to join our investments team at Mercer | a Marsh business. 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. **Specialist – Investments (Performance Reporting** )We are looking to hire a candidate in the Performance Reporting Team. The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions . This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategie **s. We will count on you f** - or:Prepare monthly and quarterly performance report for (Defined Contribution, Defined Benefit and Delegated Soluti - on)Analyze performance of different investment options and overall p - lanCommunicate with investment and custodians to gather and/or clarify client specific data for report - ingReviewing work of senior analysts/process developer/process champions and providing them guida - nceProduce quarterly manager commentary by assessing the performance of fund/investment strateg - iesInvolved in team management as well as production support for high level deliverables in investme - ntsClient communications and reviews, managingramp-ups and ongoing transiti - onsPeriodical SLA monitoring and discussion with the stakehold - ersConducting One-O-Ones and team meeti - ngsDefine, delegate, monitor and participate in employee engagement activit - iesResponsible for mentoring and leading a team of analysts across different proces - sesOwn accountability by being able to help teams troubleshot issues on proje - ctsResponsible for driving Process Improveme - ntsCareer planning and grooming ofteam members for next le - velManage relationship with onshoreBusiness Process Owners and senior managem - entEnsuring exceptional client experie - nceResponsible for all performance management activities includingsupervision, goal setting, ongoing performance communication, employee engagement and development,review and mentor - ingEnsuring compliance with all internal and client polic - iesDriving Process Improveme - ntsProviding timely updates to Level E/F and other stakehold - ersTraining and coaching new hires in the t **eam What you need to ha** - ve: Minimum 3-6 years’ experi - enceGraduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be prefe - rredExperience in analyzing investment portfolios or researching investment managers located outside of I - ndiaPreparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Perform - anceProduce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clie - nts.Computations of returns (money weighted / time weighted) for Defined Benefit, Delegated Solution and AVC cli - entsExposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribu - tionExperience of MS Office ((MS-Excel, MS-Word, PowerPoint), third party tools – Bloomberg, Investorforce/Investment Metrics, Morning Star, Lipper, - etc.Excellent Word, Advanced Excel and PowerPoint sk - illsAbility 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- - dateAbility to work and perform under strict deadlines and quick turnaround proj - ectsAbility to understand the link between data, client needs and its application to the “bigger pict - ure”Exceptional interpersonal, organizational, business communication, and time management sk - illsExperience of managing key stakeholders or service provi - dersStrong exposure in knowledge and experience in managing operations, multiple processes and their - SLAsPrior experience of building strong stake holder partnerships. Managing stakeholder expectat - ionsKnowledge on Quality tools like Six Sigma, Lean are good to h - ave.Knowledge and experience in transfer efforts and transition of proces - ses.Yellow / Green belt certifica - tionAbility to meet deadlines and a real desire to achieve res - ultsStrong ability to participate in difficult conversations and handling escalat - ionsAbility to build rapport and respond confidently to customer que - riesAssertive, challenges processes and the "as is" to achieve a better service and experience for the cl **ient What makes you stand** - out?Adaptable communicator, facilitator, influencer and problem s - olverHigh attention to d - etailGood relationship skills, Proven ability to work on own initiative as well as in a - teamAbility to multi-task and prioritize time effect - ivelyAbility to work as part of a team and build strong working relationships with - peersExposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau **etc. Why join our** - team:We help you be your best through professional development opportunities, interesting work and supportive le - aders.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 commun - ities.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well- being.