We will count on you for:

- Daily work management and execution of performance reporting operations activities
- Measuring Performance of investments and asset classes
- Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting
- Reviewing work of peers and providing them guidance
- Ensuring compliance with all internal and client policies
- Driving Process Improvements
- Providing timely updates to AM/TM and other stakeholders
- Training and coaching new hires in the team

What you need to have:

- Minimum 2-3 years experience
- Graduate (B.com, BBA or equivalent). However, Masters Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred
- Ability to work as part of a team and build strong working relationships with peers
- 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 , Not for profit and Additional Voluntary Contributions clients




- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution
- Valuable command on MS Office applications (MS-Excel, MS-Word, PowerPoint)
- Problem solving skills and attention to detail
- 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
- Strong verbal and written communication and analytical skills
- Ability to work and perform under strict deadlines and quick turnaround projects
- Excellent Word, Advanced Excel and PowerPoint skills
- Exceptional communication skills, both verbal and written
- Ability to meet deadlines and a real desire to achieve results
- Ability to build rapport and respond confidently to customer queries

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 perform under pressure and strict timelines
- Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.

Skills: Power Bi, Sql, Tableau, Python

Experience: 2.00-3.00 Years

📌 Specialist - Investments (Gurugram)
🏢 Oliver Wyman
📍 Gurugram