Senior Investment Specialist

Marsh; Gurugram District; Hybrid; INR 1,500,000 - 3,000,000; Full time

Job summary

Marsh in Gurgaon is seeking a Senior Specialist - Investments to join the investments team on a hybrid basis, with at least three days in the office weekly.

You will develop asset allocation solutions for institutional clients, prepare portfolio evaluation reports, review manager commentary, and support strategic research initiatives while mentoring junior team members.

Qualifications

• 3+ years’ experience in wealth management/investment industry.
• Bachelor's or Master's in finance or economics with academic achievement.
• Progress towards CFA, CAIA or CIPM certification.
• Strong knowledge of wealth/investment management and asset classes.
• Excellent written and verbal communication; ability to work with international colleagues.
• Proficient MS Office; familiarity with Bloomberg, Morningstar, Lipper.

Responsibilities

• Develop asset allocation solutions for institutional clients using IPS and strategic views.
• Prepare monthly/quarterly portfolio evaluation reports with performance and risk details.
• Review manager commentary and link performance to market developments.
• Lead and support client projects beyond reporting and mentor juniors.
• Review asset allocation and portfolio construction to meet client goals.

Skills

Analytical skills

Client management

Multitasking

Verbal communication

Written communication

Stakeholder management

Education

Bachelor's or Master's in Finance/Economics

CFA/CAIA/CIPM in progress

Tools

Bloomberg

Morningstar

Lipper

Job description

Senior Specialist - Investments Company: Marsh Description: 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.

Roles and Responsibilities

• 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 members and new team members

What you need to have

• 3+ years’ experience in the wealth management/investment industry overall
• Relevant Bachelor's or Master's degree in finance or economics with demonstrated academic achievement
• Progress towards professional certification such as CFA, CAIA, CIPM
• Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)
• Strong logical and analytical skills with attention to details
• Strong working knowledge of MS Office, third party tools – Bloomberg, Morning Star, Lipper, etc
• Excellent written and verbal communication
• Exceptional interpersonal, organizational, business communication, and time management skills
• Demonstrated success working with out-of-country professionals
• 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
• Stakeholder management; managing escalations and ensuring excellent service delivery

What makes you stand out

• Ability to understand the link between data, client needs and its application to the “bigger picture”
• Excellent client management skills
• Positive attitude & ability to adapt ever-changing environment
• Strong multi-tasking skills
• Domain expertise relevant to wealth management/investment advisory/consulting
• Willing to learn and a strong team player with a collaborative approach
• Effective team management skills
• Good analytical skills
• Strong written and verbal communication skills

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, is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.

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 reassignment, 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.