Lead Specialist - Investments (Mercer View Point)

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 / 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 :

Daily work management and execution of reports and other operations

Communicate with investment managers to gather and / or clarify data for reporting

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 :

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

Knowledge of investment strategies and ability to write reports covering details of the investment process

Exposure to Global Capital Markets and working knowledge of various Asset Classes

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

Experience in working across multiple processes and achieving SLAs

Ability to meet deadlines and a real desire to achieve results

Ability to build rapport and respond confidently to client queries

Prior experience of building strong stake holder partnerships. Managing stakeholder expectations

Knowledge on Quality tools like Six Sigma, Lean are good to have

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.

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 , a business of Marsh McLennan (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.