- Relevant bachelors or masters degree in finance or economics with demonstrated academic achievement .
- This is a hybrid role that has a requirement of working at least three days a week in the office.
- . What you need to have: . 3-6 years experience in the wealth management / investment industry overall .
We are seeking a talented individual to join our investments team at Mercer. 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.
- Performance Reporting Analyst undertake in-depth quantitative and qualitative analysis of fund managers, portfolio management methodologies and investment technologies to evaluate their potential to produce future outperformance
- This analysis is used to recommend investment managers, tools and portfolio optimization strategies that meet clients needs and match their appetite for financial risk
- As an entry-level individual contributor, a Performance Reporting Analyst is ready to apply the knowledge acquired via an advanced education and to start to develop skilled skills with the help of a manager and more experienced team members
We will count on you for:
- Assume ownership and accountability for the generation and delivery of monthly and quarterly performance reports to consulting teams for multiple client assignments
- Communicate with data providers to gather and/or clarify client specific data for reporting
- Input data into database and maintain high accuracy through extensive quality checking procedures
- Produce fund commentary by assessing the performance and positioning of different asset classes and investment portfolios
- Proactively communicate and address queries related to performance monitoring to clients and consulting teams
- Recruit, train, motivate and develop staff to their full potential
- Review processes to continuously improve reporting quality
What you need to have:
- 3-6 years experience in the wealth management/investment industry overall
- Relevant bachelors or masters degree in finance or economics with demonstrated academic achievement
- Exposure to Global Capital Markets and working knowledge of various asset classes and investment strategies
- Strong understanding of investments; asset allocation, benchmark calculations, performance computation and analysis of returns involving varying time periods
- Adept in financial mathematics including calculation of portfolio returns (money-weighted, time-weighted, modified dietz methodologies)
- Excellent understanding and proper usage of investment-related terminology in written and verbal communication in English
What makes you stand out
- Advanced Excel skills in managing complex datasets
- Desirable -Able to code and debug difficult functions / macros using VBA/Python
- Ability to normalize complex data and define referential integrity in Access
- Desirable - Ability to programmatically manipulate worksheet and cell properties using VBA/Python
- Able to translate business requirements to technical IT requirements
- Strong written and verbal communication skills