We are seeking a talented individual to join our investment team at Mercer. This role will be based in Gurgaon/ Noida This is a hybrid role that has a requirement of working at least three days a week in the office.

Intern - Investments

We are seeking an Investment Intern to assist in evaluating the performance of investments and asset classes in our clients' portfolios. This internship offers the opportunity to gain hands-on experience in the investment industry, working with investment professionals and contributing to various analytical and reporting tasks.

We will count on you for

- Measuring performance of investments and asset classes in the clients' portfolio
- Communicating with investment and money managers and custodians to gather and/or clarify client-specific data for reporting
- Daily work management and execution of performance reporting operations activities
- Preparing Portfolio evaluation reports for institutional clients on a monthly/quarterly basis detailing the market performance, investment results, style exposures, and recommendations for portfolio rebalancing
- Assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers
- Measuring performance of investments and asset classes in the clients' portfolio
- Communicating with investment and money managers and custodians to gather and/or clarify client-specific data for reporting
- Daily work management and execution of performance reporting operations activities




- Preparing Portfolio evaluation reports for institutional clients on a monthly/quarterly basis detailing the market performance, investment results, style exposures, and recommendations for portfolio rebalancing
- Assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers
- Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group
- Review and amend investment policy statements
- Write research papers on macro/microeconomic environment and Investment industry trends
- Providing research support on client requests including ESG, Style Analytics, Asset Class Trends
- Review asset allocation and portfolio construction as per client goals and risk appetite
- Fund managers screening and preparation of fund search report
- Modeling of fixed income & equity portfolios using external software
- Develop strategic asset allocation models, risk, and return calibration, and portfolio analytics on portfolios of institutional investors
- Provide support on asset class studies and periodical publications





Note Please be advised that your ultimate alignment with a particular team within the Investments group will be contingent upon performance in the evaluation process, your skillset, and any prior experience.

What you need to have:

- Pursuing a Masters degree in Business Administration (MBA Finance) with strong quantitative and analytical content
- Possess an understanding of the basic investment terminologies and concepts
- Strong logical and analytical skills with attention to details
- Exceptional interpersonal, organizational, business communication, and time management skills
- The ability to understand the link between data, its application to the bigger picture

What makes you stand out

Positive attitude & ability to adapt to the ever-changing workplace

Excellent written and verbal communication

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.

Role: Investment Banking Associate

Industry Type: Insurance

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Investment Banking, Private Equity & VC

Education

UG: B.B.A/ B.M.S in Management

PG: Any Postgraduate, MBA/PGDM in Marketing

📌 Intern - Investments (Gurugram)
🏢 Mercer
📍 Gurugram