Company

Mercer

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

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 Strategies.

We will count on you for:

Prepare monthly and quarterly performance report for (Defined Contribution, Defined Benefit and Delegated Solution)

Analyze performance of different investment options and overall plan

Communicate with investment and custodians to gather and/or clarify client specific data for reporting

Reviewing work of senior analysts/process developer/process champions and providing them guidance

Produce quarterly manager commentary by assessing the performance of fund/investment strategies

Involved in team management as well as production support for high level deliverables in investments

Client communications and reviews, managing ramp-ups and ongoing transitions

Periodical SLA monitoring and discussion with the stakeholders

Conducting One-O-Ones and team meetings

Define, delegate, monitor and participate in employee engagement activities

Responsible for mentoring and leading a team of analysts across different processes

Own accountability by being able to help teams troubleshot issues on projects

Responsible for driving Process Improvements

Career planning and grooming of team members for next level

Manage relationship with onshore Business Process Owners and senior management

Ensuring exceptional client experience

Responsible for all performance management activities including supervision, goal setting, ongoing performance communication, employee engagement and development, review and mentoring

Ensuring compliance with all internal and client policies

Driving Process Improvements

Providing timely updates to Level E/F and other stakeholders

Training and coaching recent hires in the team

What you need to have: Minimum 2-4 years’ experience

Graduate (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 preferred





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, Delegated Solution and AVC clients

Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution

Experience 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 skills

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

Ability to work and perform under strict deadlines and quick turnaround projects

Ability to understand the link between data, client needs and its application to the “bigger picture”

Exceptional interpersonal, organizational, business communication, and time management skills

Experience of managing key stakeholders or service providers

Strong exposure in knowledge and experience in managing operations, multiple processes and their SLAs

Prior experience of building strong stake holder partnerships. Managing stakeholder expectations

Knowledge on Quality tools like Six Sigma, Lean are good to have.

Knowledge and experience in transfer efforts and transition of processes.

Yellow / Green belt certification

Ability to meet deadlines and a real desire to achieve results

Strong ability to participate in difficult conversations and handling escalations

Ability to build rapport and respond confidently to customer queries

Assertive, challenges processes and the "as is" to achieve a better service and experience for the client

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 work as part of a team and build strong working relationships with peers

Exposure 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 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.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 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 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.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 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 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.

📌 Specialist - Investments (Gurugram)
🏢 Marsh Mclennan
📍 Gurugram