Investment Specialist - CSO

Mercer India is seeking candidates for the following position based at the DLF- Gurugram/ Noida office: SPECIALIST/ SENIOR SPECIALIST What can you expect?

• 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
• Your role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting, financial modeling, asset class research, and related investment consulting functions
• In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve
• You should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies
• 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

What is in it for you?

• At Mercer, we’re as invested in creating brighter futures for our own people as we are for our clients. To help you reach your full potential, we offer a culture, benefits and resources that support your wellbeing and career development.
• The opportunity to work with some of the smartest and most energetic people in the industry, who will nurture, challenge and enable you.
• A dynamic, collaborative and inclusive culture, where diversity is embraced – and you are celebrated and appreciated for who you are.
• A huge variety of virtual learning and development resources to support your personal and professional growth.
• Competitive rewards supporting your financial wellbeing
• Offerings geared at your overall wellness, including comprehensive medical benefits, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.
• Paid time off, medical insurance, personal accident insurance, group term life insurance from the day you join us
• Holidays as detailed below:
• Noida – You will be entitled to a total 42 leaves comprising 17 Earned leaves, 10 Casual Leaves and 15 Sick Leaves
• Gurgaon DLF- You will be entitled to a total 34 leaves comprising 20 Earned leaves, 7 Casual Leaves and 7 Sick Leaves
• Shared Transport (Provided the address falls in service zone)
• Financial Assistance for Professional Certifications like CFA, CAIA and CIPM

We will count on you to:

• 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 Group
• Preparing 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 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
• Review and amend investment policy statements
• Write research papers on macro/micro economic environment and Investment industry trends
• Providing research support on client requests including ESG, Style Analysis, Asset Class Trends
• Review asset allocation and portfolio construction as per client goals and risk appetite
• Fund managers screening and preparation of search report
• Prepare wealth management factsheets

What you need to have:

• A Masters’ 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
• Excellent client management skills
• Positive attitude & ability to adapt ever-changing environment
• 1-5 years’ experience in the wealth management/investment industry overall
• Proficient understanding of asset classes (equity, fixed income and alternatives)

What makes you stand out?

• Ability to understand the link between data, client needs and its application to the “bigger picture”
• Excellent client management skills
• Positive attitude & ability to adapt ever-changing environment
• Strong multi-tasking skills
• Excellent written and verbal communication skills

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh , Guy Carpenter and Oliver Wyman , Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com . Follow Mercer 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.