Senior Manager - Investment Performance Reporting Change Management

Marsh; Gurugram District; Hybrid; INR 4,000,000 - 7,000,000; Full time

Benefits offered by this job

Hybrid work

Job summary

Marsh in Gurgaon is seeking an experienced Senior Manager to lead change management in Investment Performance Reporting. The role focuses on process improvements, TWRR/MWRR, and accuracy of performance reporting within a hybrid setup requiring at least three days in the office.

You will drive lean initiatives, collaborate cross-functionally, and develop expertise in investment performance measurement while supporting stakeholders with effective communication and documentation.

Qualifications

• Bachelor's degree in finance, economics, business, management, engineering, or related field.
• 10+ years of experience.
• Experience with TWRR, attribution analysis, and risk metrics.
• Fluency in English; strong communication skills.

Responsibilities

• Serve as SME on investment performance methodologies (TWRR, MWRR, attribution).
• Drive change management to improve workflows and reporting.
• Identify and eliminate inefficiencies using lean principles.
• Collaborate with cross-functional teams to implement new tools and processes.
• Prepare and quality-check investment performance reports (allocation, risk, attribution).
• Monitor impact of changes and collect feedback for improvement.
• Document processes and changes accurately.
• Participate in training to build change management and reporting skills.
• Communicate changes to team and stakeholders.

Skills

TWRR

MWRR

Attribution analysis

Risk metrics

Lean principles

Change management

Communication

Education

Bachelor's degree in Finance/Economics/Business/Management/Engineering

Tools

Excel

SQL

Python

VBA

Job 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

Change Management- Investment Performance Reporting

Senior Manager supports change management activities focused on process improvements and reporting accuracy within the Investments Performance Reporting team. This role is ideal for candidates eager to develop foundational skills in change management, lean methodologies, and investment performance monitoring.

We will count on you to:

• Serve as a subject matter expert on investment performance methodologies, including TWRR, money-weighted returns (MWRR), attribution analysis, risk metrics, and private markets performance measures.
• Assist in driving change management initiatives to improve team workflows and reporting processes.
• Support the identification and elimination of inefficiencies using lean principles.
• Collaborate with cross-functional teams to implement new tools, methodologies, and process improvements.
• Contribute to the preparation and quality control of investment performance reports, including asset allocation, risk analysis, and performance attribution.
• Help monitor the impact of change initiatives and gather feedback for continuous improvement.
• Maintain accurate documentation of processes and changes implemented.
• Participate in training sessions and workshops to build change management and investment reporting skills.
• Communicate effectively with team members and stakeholders to support adoption of changes.
• Issue resolution and root cause analysis, whilst assessing the wider employee or client impact and communicate within the team.
• Driving Process Improvement Initiatives and delivering results in line with Business Priorities
• Suggest and implement improvements to process and delivery to ensure productivity is maintained and efficiency met.
• Manage and strengthen relationships with clients and onshore stakeholders to foster trust and collaboration.
• Identify and pursue new opportunities to expand Mercer's scope of work with clients.
• Lead onshore, joint onshore-offshore projects, ensuring seamless coordination and delivery.
• Communicate and showcase best practices implemented at Mercer across various forums to promote knowledge sharing.
• Proactively address client escalations and queries, working closely with the Account Management team to ensure timely resolution and maintain strong client relationships.

What you need to have

• Bachelor’s degree in Finance, Economics, Business, Management, Engineering, or a related field.
• 10+ Years of experience
• Strong interest in change management, process improvement, and investment performance reporting.
• Demonstrated adaptability and eagerness to learn in a fast-paced environment.
• Experience of investment performance concepts such as time-weighted returns (TWRR), attribution analysis, and risk metrics
• Analytical mindset with attention to detail and problem-solving skills.
• Good communication and interpersonal skills, with the ability to work collaboratively.
• Familiarity with Microsoft Office; exposure to data analysis tools (e.g., Excel, SQL, VBA, Python) is advantageous.
• Fluency in English; additional languages are a plus.
• Strong expertise in investment performance measurement methodologies, risk analysis, and attribution techniques.
• Proven experience leading change management or process improvement initiatives using lean, Six Sigma, or agile frameworks.

What makes you stand out :

• Good communication and interpersonal skills, with the ability to work collaboratively.
• Familiarity with Microsoft Office; exposure to data analysis tools (e.g., Excel, SQL, VBA, Python) is advantageous.
• Strong expertise in investment performance measurement methodologies, risk analysis, and attribution techniques.
• Proven experience leading change management or process improvement initiatives using lean, Six Sigma, or agile frameworks.

Why join our team:

• Your contributions will impact strategic decision-making and business performance.
• 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 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