Intern - Investments

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

Intern - Investments

We are seeking an Investment Intern to assist in evaluating the performance of investments and asset classes in our clients' portfolios. This internship offers the opportunity to gain hands-on experience in the investment industry, working with investment professionals and contributing to various analytical and reporting tasks.

We will count on you for

• Measuring performance of investments and asset classes in the clients' portfolio
• Communicating with investment and money managers and custodians to gather and / or clarify client-specific data for reporting
• Daily work management and execution of performance reporting operations activities
• Preparing Portfolio evaluation reports for institutional clients on a monthly / quarterly basis detailing the market performance, investment results, style exposures, and recommendations for portfolio rebalancing
• Assessing the performance of fund / investment strategies and linking the performance with market / economic developments and the investment process of the asset managers
• Measuring performance of investments and asset classes in the clients' portfolio
• Communicating with investment and money managers and custodians to gather and / or clarify client-specific data for reporting
• Daily work management and execution of performance reporting operations activities
• Preparing Portfolio evaluation reports for institutional clients on a monthly / quarterly basis detailing the market performance, investment results, style exposures, and recommendations for portfolio rebalancing
• Assessing the performance of fund / investment strategies and linking the performance with market / economic developments and the investment process of the asset managers
• Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group
• Review and amend investment policy statements
• Write research papers on macro / microeconomic environment and Investment industry trends
• Providing research support on client requests including ESG, Style Analytics, Asset Class Trends
• Review asset allocation and portfolio construction as per client goals and risk appetite
• Fund managers screening and preparation of fund search report
• Modeling of fixed income & equity portfolios using external software
• Develop strategic asset allocation models, risk, and return calibration, and portfolio analytics on portfolios of institutional investors
• Provide support on asset class studies and periodical publications

Note Please be advised that your ultimate alignment with a particular team within the Investments group will be contingent upon performance in the evaluation process, your skillset, and any prior experience.

What you need to have :

What makes you stand out

Positive attitude & ability to adapt to the ever-changing environment

Excellent written and verbal communication

Why join our team :

Role :   Investment Banking Associate

Industry Type :   Insurance

Department :   BFSI, Investments & Trading

Employment Type :   Full Time, Permanent

Role Category :   Investment Banking, Private Equity & VC

Education

UG :   B.B.A / B.M.S in Management

PG :   Any Postgraduate, MBA / PGDM in Marketing

Skills Required

Relationship Management, Business Communication, Sales, Quantitative, Portfolio