Lead Specialist - Investment Solutions (Client Management)

We are seeking a talented individual to join our Investments team at Mercer, a Marsh Business. 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

Lead Specialist – Investments Solution (OCIO – Client Management)

We will count on you to:

• Take charge of the imminent delivery workflow coming in to IC
• Driving new business initiatives that are combination of research and delivery specs as known at the moment
• Stakeholder management
• Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment
• Providing 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.
• Demonstrates comprehensive knowledge of asset classes and the ability to produce insightful fund commentaries to support investment analysis and reporting.
• 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 projects
• Production of bespoke and ad-hoc investment reports.
• Assisting in the implementation of changes to investment strategy arrangements as decided by our clients
• Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks
• Prepare a Client Audit Request response and a typical Client Valuation Request response
• Prepare valuation reports basis the cash flow information for the clients investment portfolio
• Contribute to other investment consulting support activities as assigned
• Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines
• Where appropriate, propose updates and improvements to current processes
• Contribute to other group projects as assigned
• Contribute and participate in knowledge development initiatives
• Coaching and guidance to the junior and new team members
• Attend queries, concerns, suggestions from stakeholders

What you need to have:

• Prior Experience: 4-6 years of work experience in financial sector
• Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA.
• CFA/FRM preferred
• Adept in undertaking and articulating investment research and insights
• Ability to understand and interpret large amounts of fund performance indicators
• Comfortable in using Microsoft Word, Excel and PowerPoint
• Python, VBA Preffered
• Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills
• Planning and Organising: Is able to prioritise workload effectively in order to support the team

What makes you stand out:

• Ability to work as part of a team
• Excellent verbal and written communication skills
• Ability to absorb new information quickly

Why join our team:

• Your contributions will impact strategic decision-making and business performance.
• 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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 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 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