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

Senior Specialist - Investments (Client Management)

We will count on you to:

Take charge of the imminent delivery workflow coming in to ICDriving new business initiatives that are combination of research and delivery specs as known at the momentStakeholder managementDevelop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environmentProviding support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projectsProduction of bespoke and ad-hoc investment reports.Assisting in the implementation of changes to investment strategy arrangements as decided by our clientsAssisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworksPrepare a Client Audit Request response and a typical Client Valuation Request responsePrepare valuation reports basis the cash flow information for the clients investment portfolioContribute to other investment consulting support activities as assignedDeliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelinesWhere appropriate, propose updates and improvements to current processesContribute to other group projects as assignedContribute and participate in knowledge development initiativesCoaching and guidance to the junior and new team membersAttend queries, concerns, suggestions from stakeholders

What you need to have:

Prior Experience: 3+ years of work experience in financial sectorEducation/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantageAdept in undertaking and articulating investment research and insightsAbility to understand and interpret large amounts of fund performance indicatorsComfortable in using Microsoft Word, Excel and PowerPointAbility to work as part of a team

What makes you stand out:

Excellent verbal and written communication skillsAbility to absorb new information quicklyManaging Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skillsPlanning and Organising: Is able to prioritise workload effectively in order to support the team

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.