Senior Manager - Investment

Marsh McLennan; Gurugram District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Marsh is seeking a Senior Manager- Investments to lead the performance reporting team for pension clients. You will collaborate with investment Consultants to deliver accurate reports, perform data analysis, and support investment decision processes.

The role emphasizes stakeholder management, cross-functional collaboration, and delivering high-quality client reporting within a fast-paced, regulated environment. Strong knowledge of capital markets and asset classes is essential.

Qualifications

• 9–10 years of experience in investments/performance reporting.
• Graduate in finance/commerce; CFA/CIPM progress preferred.
• Experience with managing a team of 15–25+ is preferred.

Responsibilities

• Prepare month and quarterly performance reports for defined contribution and defined benefit clients.
• Analyze performance of investment options and overall plan.
• Coordinate with investment custodians to gather client data.
• Provide guidance to junior analysts and ensure quality of reporting.
• Produce quarterly manager commentary and performance attribution.
• Lead team operations and ensure on-time delivery of reports.

Skills

Leadership

Advanced Excel

PowerPoint

Stakeholder management

Team management

Investment reporting

English communication

Education

Bachelor's degree in finance/commerce

Master’s in finance (advantage)

Tools

MS Office

Job description

Company: Marsh

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"

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