Specialist - Investments

Marsh; Sector 10; Hybrid; INR 1,400,000 - 2,100,000; Full time

Job summary

Mercer, based in India, invites a Senior Specialist / Specialist - Investments (CSO) in Gurgaon. This hybrid role requires at least three days in the office weekly and involves supporting investment decision-making, risk management and monitoring processes across geographies.

You will produce performance evaluation reports, investment policy statements, and manager commentaries, serving as a content specialist and trainer while driving strategic projects to deliver business value.

Qualifications

• 3+ years' experience in the wealth management/investment industry overall.
• Bachelor's or Master's degree in finance or economics with demonstrated academic achievement.
• Progress towards professional certification such as CFA, CAIA, CIPM.

Responsibilities

• Develop asset allocation solutions for institutional clients based on the Investment Policy Statement.
• Prepare portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) detailing market performance and recommendations.
• Review quarterly manager commentary and link performance with market developments and investment process.
• Lead and support client projects or ad-hoc initiatives beyond reporting.
• Review asset allocation and portfolio construction per client goals and risk appetite.
• Amend investment policy statements and conduct search reports for fund managers.

Skills

Investment analysis

Wealth management

Data analysis

MS Office

Bloomberg

Education

Bachelor's or Master's degree in finance/economics

Tools

Bloomberg

Morning Star

Lipper

Job description

Company: Mercer

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.

Senior Specialist / Specialist - Investments (CSO)

As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports.

In your role, you will be the content specialist/trainer and peer reviewer of crucial tasks including but not limited to quarterly performance evaluation reports including Defined Contribution, Defined Benefit and Not for Profit clients, investment policy statements, and manager commentaries among other tasks. You will be expected to drive/lead ad hoc projects aimed at creating positive business impact/value-add for the business.

This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.

We will count on you for:

• 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 rew