Specialist / Senior Specialist Invstments

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

Benefits offered by this job

Professional development opportunities

Supportive leaders

Vibrant and inclusive culture

Job summary

A leading global investment firm in Gurugram is looking for a Specialist / Senior Specialist Investments to join their dynamic investments team. This hybrid role involves generating performance reports, communicating with data providers, and analyzing various asset classes. Ideal candidates will have 3–6 years of experience in the investment industry, a relevant degree in finance or economics, and strong skills in financial mathematics and Excel. The firm promotes a diverse and inclusive work environment with a strong emphasis on professional development.

Qualifications

• 3–6 years’ experience in the wealth management/investment industry.
• Exposure to Global Capital Markets and knowledge of various asset classes.
• Strong understanding of investments and performance analysis.

Responsibilities

• Deliver monthly and quarterly performance reports.
• Communicate with data providers for client-specific data.
• Produce fund commentary by assessing performance.

Skills

Advanced Excel skills

VBA/Python programming

Financial mathematics

Strong written and verbal communication

Education

Relevant bachelor’s or master’s degree in finance or economics

Tools

VBA

Python

Access

Job description

Specialist / Senior Specialist Investments

Join to apply for the Specialist / Senior Specialist Investments role at Mercer

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that requires working at least three days a week in the office.

Responsibilities

• Assume ownership and accountability for the generation and delivery of monthly and quarterly performance reports to consulting teams for multiple client assignments
• Communicate with data providers to gather and/or clarify client specific data for reporting
• Input data into database and maintain high accuracy through extensive quality checking procedures
• Produce fund commentary by assessing the performance and positioning of different asset classes and investment portfolios
• Proactively communicate and address queries related to performance monitoring to clients and consulting teams
• Recruit, train, motivate and develop staff to their full potential
• Review processes to continuously improve reporting quality

Qualifications

• 3–6 years’ experience in the wealth management/investment industry overall
• Relevant bachelor’s or master’s degree in finance or economics with demonstrated academic achievement
• Exposure to Global Capital Markets and working knowledge of various asset classes and investment strategies
• Strong understanding of investments; asset allocation, benchmark calculations, performance computation and analysis of returns involving varying time periods
• Adept in financial mathematics including calculation of portfolio returns (money‑weighted, time‑weighted, modified dietz methodologies)
• Excellent understanding and proper usage of investment‑related terminology in written and verbal communication in English

What makes you stand out?

• Advanced Excel skills in managing complex datasets
• Ability to code and debug difficult functions/macro using VBA/Python
• Ability to normalize complex data and define referential integrity in Access
• Ability to programmatically manipulate worksheet and cell properties using VBA/Python
• Able to translate business requirements to technical IT requirements
• 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

Mercer is a global leader in helping clients realize their investment objectives. For more information, visit mercer.com.

A diverse, inclusive, and flexible work environment is embraced. All colleagues are expected to be in the office at least three days per week.

Mercer is an equal‑opportunity employer. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.