Specialist - Investments Job in Gurgaon at Mercer India

Mercer India is hiring for the role of Specialist - Investments!

Responsibilities of the Candidate:

• Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment, and Foundation) on a monthly/quarterly basis detailing the market performance, investment results, style exposures, and recommendations for portfolio rebalancing.
• Preparing 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.
• Reviewing and amending investment policy statements.
• Writing research papers on macro/micro economic environment and Investment industry trends.
• Providing research support on client requests including ESG, Style Analysis, and Asset Class Trends.
• Reviewing asset allocation and portfolio construction as per client goals and risk appetite.
• Funding managers screening and preparation of search reports.
• Preparing wealth management factsheets.

Requirements: 

• 2-5 years experience in the wealth management/investment industry overall
• A Master's degree in Business Administration (MBA Finance) with strong quantitative and analytical content, CFA Preferred
• Strong logical and analytical skills with attention to details
• Strong working knowledge of MS Office, third-party tools – Bloomberg, Morning Star, Lipper, etc
• Exceptional interpersonal, organizational, business communication, and time management skills
• Demonstrated success working with out-of-country professionals
• 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
• Proficient understanding of asset classes (equity, fixed income, and alternatives)
• Excellent client management skills
• Positive attitude & ability to adapt to an ever-changing environment