We are seeking a talented individual to join our investments team at Marsh. 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.

Senior Specialist / Specialist - Investments (CSO)

As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports.

In your role, you will be the content specialist/trainer and peer reviewer of crucial tasks including but not limited to quarterly performance evaluation reports including Defined Contribution, Defined Benefit and Not for Profit clients, investment policy statements, and manager commentaries among other tasks. You will be expected to drive/lead ad hoc projects aimed at creating positive business impact/value-add for the business.

This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.

We will count on you for:

- Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization's Strategic Research Group
- Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing.
- Preparing and reviewing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers.
- Lead and support client projects or ad-hoc projects beyond reporting
- Review asset allocation and portfolio construction as per client goals and risk appetite
- Review and amend investment policy statements
- Fund managers screening and preparation of search report
- Project management, peer review, process training and development of team members
- Lead and contribute on projects for Strategic Research Team and Intellectual Capital publications
- Conduct research and write research papers on macro/micro economic environment and Investment industry
- Lead and participate in knowledge development initiatives
- Providing research support on client requests including ESG, Style Analysis, Asset Class Trends
- Play key role in strategic and operations improvement initiatives
- Support Process Leads in preparation of periodic KPIs and dashboard reporting
- Coach and guide the junior team mem


organizational transformation and design, HR transformation, talent, and rewards. We work side-by-side with our colleagues from Oliver Wyman delivering on joint strategic client engagements, and we build our project success on unmatched workforce data and AI-enabled ways of working. Demand for advisory-led, AI-enabled people work is accelerating across Europe — and this team is being built to capture it.


Join our regional European People Advisory Group as a

Principal (m/f/d) — Strategic People & Organization Advisory, Europe

As Principal, you own the answer. You lead complex client engagements end-to-end — from shaping the question with the client to defending the recommendation in the boardroom — and you carry the commercial process alongside Marsh and Oliver Wyman Partners.

What You Will Own

- End-to-end leadership of client engagements: scoping, workstream design, team leadership, quality of the analysis and delivery, and the final recommendation to senior client executives — measurable, sustainable impact is your definition of done.
- A real seat at the table: you are the primary day-to-day counterpart for CHROs, transformation leaders, and their teams — building the trusted relationships from which the next mandate comes.
- Delivery across the people agenda: workforce transformation, organizational transformation and design, HR transformation, and complex talent and rewards mandates — anchored in one area, fluent across all of them.
- The commercial process, together with Partners: you shape proposals, follow-up on engagements, uncover opportunities and lead pursuits towards success – co-selling to our multinational client base alongside Partners at Marsh and Oliver Wyman.
- Team leadership and followership: you build and lead high-performing project teams across Europe, and you develop the consultants around you — apprenticeship on live work is how this team grows.
- Intellectual capital and AI-enabled delivery: you create additive thought leadership, build reusable assets, and treat AI-enabled ways of working as the default -- not the experiment.

What You Bring

- Several years (typically 8+) of consulting experience in a dynamic and demanding environment— ideally with a top-tier strategy consulting firm or a leading people advisory practice — with a consistent record of high performance.
- A track record of selling and leading client engagements end-to-end in fast-paced environments: projects you can point to with tangible client impact, delivered through teams you led.
- Credibility with senior executives: you have presented to, challenged, and won the confidence of C-level stakeholders.
- Depth in at least one of our fields — workforce transformation, organizational design and development, HR transformation and HR operating models, talent, or rewards — and genuine curiosity across the rest.
- Structured,



hypothesis-driven problem solving; outstanding written and verbal communication (in English); the craft to turn hundreds of pages of analysis into the one decision the client buys.
- A mentor's instinct: role model and coach for developing talent, sparring partner for expert colleagues and clients.
- Willingness for European travel during delivery peaks.
- A completed university degree (e.g., business, economics, psychology, or a related field); an advanced degree is welcome. Fluent English is required; any further languages are a plus.

What We Offer

- A founding role. You join at the start and help shape the team's methods, standards, and culture — with visibility to European and global practice leadership from day one.
- Work that matters, at the top of the house. C-suite exposure on complex, high-stakes people mandates for Europe's most significant organizations.
- The Oliver Wyman connection. Joint pursuits and engagements with a leading strategy house within the same group — a connection no external alliance can match.
- A consulting career built to last. The intellectual intensity of top-tier consulting with a more sustainable rhythm — distributed working, European travel during delivery peaks, and a culture that expects excellence without exhaustion.
- Growth. Structured development (consulting and client-leadership programs), senior mentorship, and a transparent, merit-based progression — the natural preparation for the pathway towards Partner level.
- Flexibility and security. Mobile and flexible working, modern centrally-located offices, competitive compensation aligned to your market, and the benefits of a strong international group.
- Culture. DE&I; at Marsh is lived practice, not a concept — we want everyone to feel at home here.

Interested

Then we look forward to receiving your application via our online system. Please note that we cannot accept applications by e-mail.

For questions, please contact Lovisa Seile: [HIDDEN TEXT]

The role can be based in any of Marsh's European offices.

Where required by local pay-transparency regulation, the salary range is stated in the market-specific posting.

Marsh (NYSE: MRSH) is 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, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, 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 perks 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.

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📌 Specialist - Investments (Gurugram)
🏢 Marsh
📍 Gurugram