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 (CSO)

As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports.

In your role, you will be the content specialist/trainer and peer reviewer of crucial tasks including but not limited to quarterly performance evaluation reports including Defined Contribution, Defined Benefit and Not for Profit clients, investment policy statements, and manager commentaries among other tasks. You will be expected to drive/lead ad hoc projects aimed at creating positive business impact/value-add for the business.

This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.

We will count on you for:

Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization’s Strategic Research GroupPreparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing.Preparing and reviewing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers.Lead and support client projects or ad-hoc projects beyond reportingReview asset allocation and portfolio construction as per client goals and risk appetiteReview and amend investment policy statementsFund managers screening and preparation of search reportProject management, peer review, process training and development of team membersLead and contribute on projects for Strategic Research Team and Intellectual Capital publicationsConduct research and write research papers on macro/micro economic environment and Investment industryLead and participate in knowledge development initiativesProviding research support on client requests including ESG, Style Analysis, Asset Class TrendsPlay key role in strategic and operations improvement initiativesSupport Process Leads in preparation of periodic KPIs and dashboard reportingCoach and guide the junior team members and new team members

What you need to have: 

5-7 years’ experience in the wealth management/investment industry overallRelevant Bachelor's or Master's degree in finance or economics with demonstrated academic achievementProgress towards professional certification such as CFA, CAIA, CIPMProficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)Strong logical and analytical skills with attention to detailsStrong working knowledge of MS Office, third party tools – Bloomberg, Morning Star, Lipper, etcExcellent written and verbal communicationExceptional interpersonal, organizational, business communication, and time management skillsDemonstrated success working with out-of-country professionalsAbility 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-dateStakeholder management; managing escalations and ensuring excellent service delivery

What makes you stand out?

Ability to understand the link between data, client needs and its application to the “bigger picture”Excellent client management skillsPositive attitude & ability to adapt ever-changing environmentStrong multi-tasking skillsDomain expertise relevant to wealth management/investment advisory/consultingWilling to learn and a strong team player with a collaborative approachEffective team management skillsGood analytical skillsStrong written and verbal communication skills

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 $23 billion and more than 85,000 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 and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, 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

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 and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, 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.