Senior Investment Performance Reporting Manager

Marsh; Gurugram District; Hybrid; INR 2,800,000 - 4,000,000; Full time

Benefits offered by this job

Hybrid work model

Global exposure

Job summary

Marsh is seeking a Senior Manager - Investments to lead the Performance Reporting Team in delivering comprehensive and accurate performance reports for pension clients and related support functions.

You will work with Investment Consultants to analyze portfolios, produce quarterly manager commentary, and manage onshore/offshore stakeholders while driving process improvements and team development. This role focuses on global capital markets, asset classes, and investment strategies.

Qualifications

• 9-10 years’ experience overall in investment reporting/analytics.
• Master's in finance plus CFA/CIPM progress preferred.
• Strong Excel/PowerPoint skills and ability to communicate with stakeholders.

Responsibilities

• Prepare monthly and quarterly performance reports for Defined Contribution, Defined Benefit and Other client plans.
• Analyze performance of investment options and overall plan.
• Coordinate with investment custodians to gather data.
• Mentor and guide junior analysts; review their work.

Skills

Investment reporting

Stakeholder management

Advanced Excel

PowerPoint

VBA

Python/R

Power BI/Tableau

Financial terminology

Communication skills

Education

Bachelor's degree in Finance/Commerce

Master's degree in Finance

CFA/CIPM progress

Tools

Bloomberg

Investment Metrics

Morningstar

Lipper

MS Office

Job description

Senior Manager - Investment Company: Marsh Description: Senior Manager- Investments We are looking to hire a Senior Manager 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 month and quarterly performance report for (Defined Contribution, Defined Benefit and Additional Voluntary Contributions clients)
• 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 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; liaison with stakeholders to build relationship for service delivery 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
• Project management, work allocation, real-time capacity management, peer review, process training and development of team members
• Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects
• Play anchor role for all strategic projects and provide directions to the team
• Prepare and manage KPIs and handle escalations
• Participate in defining strategic priorities for the business
• Focus on new capability development and branding imperatives
• Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives
• Driving Process Improvement Initiatives and delivering results in line with Business Priorities

What you need to have:

Minimum 9 -10 years’ experience overall Graduate (B.com, BBA or equivalent). Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Experience with people management (leading a span of 15 -25+) will be preferred Excellent Word, Advanced Excel and PowerPoint skills Experience of managing key stakeholders or service providers Strong understanding and proper usage of investment-related terminology in written and verbal communication in English Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives) 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 Defied Benefit and Not for profit Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good 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 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 Strong working knowledge of MS Office, third party tools – Bloomberg, Investment Metrics/ Investorforce, Morning Star, Lipper, etc.

• Excellent Word, Advanced Excel and PowerPoint skills
• Exceptional communication skills, both verbal and written
• Experience of managing key stakeholders or service providers
• Very strong 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.
• Must have a strong appreciation and experience in knowledge transfer efforts and transition of processes

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
• 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.

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 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 reassignments, 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.

Experience Level Senior Level