Talent.com
This job offer is not available in your country.
Lead Specialist - Investments (Performance Reporting)

Lead Specialist - Investments (Performance Reporting)

ConfidentialGurugram, Gurgaon / Gurugram, India
8 days ago
Job description

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 En
  • glishAbility to work as part of a team and build strong working relationships with
  • peersExperience in analyzing investment portfolios or researching investment managers located outside of
  • IndiaPreparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Perfor
  • manceProduce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) cli
  • ents.Computations of returns (money weighted / time weighted) for Defined Benefit, Delegated Solution and AVC cl
  • ientsExposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attrib
  • utionGood command on MS Office applications (MS-Excel, MS-Word, PowerP
  • oint)Problem solving skills and attention to d
  • etailAbility 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
  • dateStrong verbal and written communication and analytical s
  • killsAbility to work and perform under strict deadlines and quick turnaround pro
  • jectsAbility to understand the link between data, client needs and its application to the "bigger pic
  • ture"Exceptional interpersonal, organizational, business communication, and time management s
  • killsStrong working knowledge of MS Office, third party tools – Bloomberg, Investorforce / Investment Metrics, Morning Star, Lipper,
  • etc.

    Eligib

  • ility : Minimum 6 years' experience o
  • verallGraduate (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 pre
  • ferredPreferred experience in people management (leading a span of about 5-10 p
  • eople)Excellent Word, Advanced Excel and PowerPoint
  • skillsExceptional communication skills, both verbal and w
  • rittenExperience of managing key stakeholders or service pro
  • vidersStrong exposure in knowledge and experience in managing operations, multiple processes and thei
  • r SLAsPrior experience of building strong stake holder partnerships. Managing stakeholder expect
  • ationsKnowledge on Quality tools like Six Sigma, Lean are good to
  • have.Knowledge and experience in transfer efforts and transition of proc
  • esses.Yellow / Green belt certifi
  • cationAbility to meet deadlines and a real desire to achieve r
  • esultsStrong ability to participate in difficult conversations and handling escal
  • ationsAbility to build rapport and respond confidently to customer q
  • ueriesAssertive, challenges processes and the "as is" to achieve a better service and experience for the
  • client

    What makes you sta

  • nd outAdaptable communicator, facilitator, influencer and problem
  • solverHigh attention to
  • detailGood relationship skills, Proven ability to work on own initiative as well as in
  • a teamAbility to multi-task and prioritize time effe
  • ctivelyAbility to perform under pressure and strict ti
  • melinesExposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Table
  • au etc.Why join ou

  • r team : We help you be your best through professional development opportunities, interesting work and supportive l
  • eaders.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 commu
  • nities.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well
  • being.
  • 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

    Show more

    Show less

    Skills Required

    Bloomberg, Power Bi, Vba, lipper , Data Collection And Analysis, Python

    Create a job alert for this search

    Reporting Specialist • Gurugram, Gurgaon / Gurugram, India

    Related jobs
    • Promoted
    Analyst (Investment Banking / Buy-Side Experience Required)

    Analyst (Investment Banking / Buy-Side Experience Required)

    ArcanaGhaziabad, IN
    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
    • Promoted
    IFRS Audits (Financial Instruments / Forex entities / Brokers)

    IFRS Audits (Financial Instruments / Forex entities / Brokers)

    AKM GlobalDelhi, IN
    We are seeking a highly skilled.International Financial Reporting Standards (IFRS), specifically within the.Brokers, Forex, and Financial Instruments. This role involves working with international c...Show moreLast updated: 22 days ago
    • Promoted
    Partner Integration and API Optimisation Specialist

    Partner Integration and API Optimisation Specialist

    B2BHolidaysDelhi, IN
    London-based travel technology company providing global flight and hotel services to online travel agencies and government organizations. We specialise in delivering seamless, scalable API integrati...Show moreLast updated: 25 days ago
    • Promoted
    FOREX INVESTOR

    FOREX INVESTOR

    FOREX INVESTMENTGhaziabad, IN
    We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Analyst

    Investment Analyst

    ConfidentialGurugram, Gurgaon / Gurugram, India
    AVPL INTERNATIONAL is pioneering the future of agriculture with innovative drone technology and comprehensive training.We focus on fostering entrepreneurship in drone and agriculture sectors, empow...Show moreLast updated: 8 days ago
    • Promoted
    Lead Analyst SME (Subject Matter Expert)

    Lead Analyst SME (Subject Matter Expert)

    ConfidentialGurgaon / Gurugram
    Essential Skills & Experience : .Must have a good knowledge of US Real Estate Industry and Market in underwriting the CML / CRE loans across all the sectors. along with hand on experience in underwriti...Show moreLast updated: 30+ days ago
    • Promoted
    Reporting Specialist

    Reporting Specialist

    Hogarth Studios IndiaDelhi, IN
    We are seeking a highly analytical and detail-oriented.Operations Reporting Specialist.In this critical role, you will be instrumental in transforming raw operational data into actionable insights,...Show moreLast updated: 6 days ago
    • Promoted
    Investment Analyst

    Investment Analyst

    CESDelhi, IN
    I am Asheesh Pillay and I’m from Talent Acquisition Team at CES Limited.I came across your profile as we’re currently looking for a Analyst / Senior Analyst / Lead - Alternative Investment and I think ...Show moreLast updated: 30+ days ago
    • Promoted
    Specialist - Investments

    Specialist - Investments

    ConfidentialGurugram, Gurgaon / Gurugram, India
    This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.We are se...Show moreLast updated: 8 days ago
    • Promoted
    Repurchase specialist

    Repurchase specialist

    DeloitteDelhi, IN
    Every day, your work will make an impact that matters, while you thrive in a dynamic culture of inclusion, collaboration and high performance. As the undisputed leader in professional services, Delo...Show moreLast updated: 3 days ago
    • Promoted
    Finance Lead

    Finance Lead

    EmeritusDelhi, IN
    Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show moreLast updated: 5 days ago
    • Promoted
    Actuarial Life GGY AXIS

    Actuarial Life GGY AXIS

    EliteRecruitmentsDelhi, IN
    We are hiring for a client-facing.This role involves supporting life actuarial valuation, assumption review, model development, and reporting — with a strong focus on. This is an excellent opportuni...Show moreLast updated: 4 days ago
    • Promoted
    Actuarial Life Pricing

    Actuarial Life Pricing

    EliteRecruitmentsDelhi, IN
    Ideal for professionals with hands-on experience in individual life product pricing, model development, and IRDAI filing. Conduct feasibility studies for.Collaborate with cross-functional teams incl...Show moreLast updated: 4 days ago
    • Promoted
    SAP Signavio Lead

    SAP Signavio Lead

    RialtesDelhi, IN
    We’re Hiring : SAP Signavio SME (Remote / Contract).We’re looking for an experienced.SAP Signavio Subject Matter Expert.Lead and guide clients on SAP Signavio adoption for S / 4HANA transformations.Driv...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCDelhi, IN
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
    • Promoted
    VP & Portfolio Management & Strategic Alignment Lead

    VP & Portfolio Management & Strategic Alignment Lead

    Liberty Data AnalyticsDelhi, India, India
    About Liberty Mutual Insurance.At Liberty Mutual, we believe progress happens when people feel secure.For more than 110 years we have helped people and businesses embrace today and confidently purs...Show moreLast updated: 7 days ago
    • Promoted
    Investor

    Investor

    ShuffleXDelhi, IN
    ShuffleX is building the world’s first .We’re creating a global ecosystem where meaningful connections drive innovation, collaboration, and growth. Share insights into what would make ShuffleX indis...Show moreLast updated: 3 days ago
    • Promoted
    Partnerships Specialist

    Partnerships Specialist

    Star SoftwareDelhi, IN
    Star Software delivers comprehensive, end-to-end automated workflows for Finance operations, including Procure-to-Pay and Order-to-Cash processes, and the management of complex documents like Certi...Show moreLast updated: 30+ days ago