Wealth Management Reporting Lead

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office.

Manager – Investments

We are looking to hire a candidate in the Mercer View Point (MVP) team

The role will be responsible for working closely with the investment managers, to deliver comprehensive and accurate reports for wealth management clients and support related functions.

This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research 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 :

• Analyzing the funds based on questionnaire responses from investment managers
• Preparing reports which include observations based on the analysis
• Communicate with investment managers to gather and / or clarify data for report
• Daily work management and execution of reports and other operations
• Ensuring compliance with all internal and client policies
• Active Participation in Process Improvements
• Providing timely updates to AM / TM and other stakeholders
• Training and coaching new hires in the team

What you need to have :

What makes you stand out?

Why join our team :

Mercer, a business of Marsh McLennan https : / / www.Marshmclennan.Com / (NYSE : MMC), 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 McLennan 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 $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.Com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex / gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.

Marsh McLennan 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 McLennan 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.