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 has a requirement of working at least three days a week in the office.
Lead Specialist - Investments (Performance Reporting
We are looking to hire a candidate in the Performance Reporting Team (EPR
T)The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support function
s.This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting 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 Strategie
s.
We will count on you f
- or : Prepare monthly and quarterly performance report for (Defined Contribution, Defined Benefit and Delegated Soluti
- on)Analyze performance of different investment options and overall p
- lanCommunicate with investment and custodians to gather and / or clarify client specific data for report
- ingReviewing work of senior analysts / process developer / process champions and providing them guida
- nceProduce quarterly manager commentary by assessing the performance of fund / investment strateg
- iesInvolved in team management as well as production support for high level deliverables in investme
- ntsClient communications and reviews, managing ramp-ups and ongoing transiti
- onsPeriodical SLA monitoring and discussion with the stakehold
- ersConducting One-O-Ones and team meeti
- ngsDefine, delegate, monitor and participate in employee engagement activit
- iesResponsible for mentoring and leading a team of analysts across different proces
- sesOwn accountability by being able to help teams troubleshot issues on proje
- ctsResponsible for driving Process Improveme
- ntsCareer planning and groomingof team members for nextle
- velManage relationship with onshoreBusiness Process Owners and senior managem
- entEnsuring exceptional client experie
- nceResponsible for all performancemanagement activitiesincluding supervision, goalsetting, ongoing performance communication, employee engagement and development,review and mentor
- ingEnsuring compliance with all internal and client polic
- iesDriving Process Improveme
- ntsProviding timely updates to Level E / F and other stakehold
- ersTraining and coaching new hires in the t
eam
What you need to h
a ve : Knowledge & Sk
ills : Strong understanding and proper usage of investment-related terminology in written and verbal communication in EnglishAbility to work as part of a team and build strong working relationships withpeersExperience in analyzing investment portfolios or researching investment managers located outside ofIndiaPreparing Investment Performance reports covering Asset Allocation, holdings and Portfolio PerformanceProduce 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, Delegated Solution and AVC clientsExposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attributionGood command on MS Office applications (MS-Excel, MS-Word, PowerPoint)Problem solving skills and attention to detailAbility 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-todateStrong verbal and written communication and analytical skillsAbility to work and perform under strict deadlines and quick turnaround projectsAbility to understand the link between data, client needs and its application to the "bigger picture"Exceptional interpersonal, organizational, business communication, and time management skillsStrong working knowledge of MS Office, third party tools – Bloomberg, Investorforce / Investment Metrics, Morning Star, Lipper,etc.
Eligib
ility : Minimum 6 years' experience overallGraduate (B.com, BBA or equivalent). However, Master&aposs Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferredPreferred experience in people management (leading a span of about 5-10 people)Excellent Word, Advanced Excel and PowerPointskillsExceptional communication skills, both verbal and writtenExperience of managing key stakeholders or service providersStrong exposure in knowledge and experience in managing operations, multiple processes and their SLAsPrior experience of building strong stake holder partnerships. Managing stakeholder expectationsKnowledge on Quality tools like Six Sigma, Lean are good tohave.Knowledge and experience in transfer efforts and transition of processes.Yellow / Green belt certificationAbility to meet deadlines and a real desire to achieve resultsStrong ability to participate in difficult conversations and handling escalationsAbility to build rapport and respond confidently to customer queriesAssertive, challenges processes and the "as is" to achieve a better service and experience for theclient
What makes you sta
nd outAdaptable communicator, facilitator, influencer and problemsolverHigh attention todetailGood relationship skills, Proven ability to work on own initiative as well as ina teamAbility to multi-task and prioritize time effectivelyAbility to perform under pressure and strict timelinesExposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.Why join ou
r 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 wellbeing.Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE : MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and
Twitter.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 applica
ble 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 i
n person
Kindly apply through b
elow link
https : / / mmc.wd1.myworkdayjobs.com / MMC / job / Gurugram DLF-Building / Lead-Specialist Investment
s_R_311424
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Skills Required
Bloomberg, Power Bi, Vba, lipper , Data Collection And Analysis, Python