Specialist - Investments

ConfidentialGurgaon / Gurugram

30+ days ago

Job description

We will count on you for :

Daily work management and execution of performance reporting operations activities
Measuring Performance of investments and asset classes
Communicate with investment and money managers and custodians to gather and / or clarify client specific data for reporting
Reviewing work of peers and providing them guidance
Ensuring compliance with all internal and client policies
Driving Process Improvements
Providing timely updates to AM / TM and other stakeholders
Training and coaching new hires in the team

What you need to have :

Minimum 2-3 years experience

Graduate (B.com, BBA or equivalent). However, Masters Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred

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 Defined Benefit , Not for profit and Additional Voluntary Contributions clients

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

Strong verbal and written communication and analytical skills

Ability to work and perform under strict deadlines and quick turnaround projects

Excellent Word, Advanced Excel and PowerPoint skills

Exceptional communication skills, both verbal and written

Ability to meet deadlines and a real desire to achieve results

Ability to build rapport and respond confidently to customer queries

What makes you stand out

Adaptable communicator, facilitator, influencer and problem solver

High attention to detail

Good relationship skills, Proven ability to work on own initiative as well as in a team

Ability to multi-task and prioritize time effectively

Ability to perform under pressure and strict timelines

Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.

Skills Required

Sql, Python, Power Bi, Tableau

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Investment Specialist • Gurgaon / Gurugram