Specialist - Investment reporting(CFA)

We are seeking a talented individual to join our Investments team at Marsh Mc Lennan. 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. 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: Knowledge & Skills:

• 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

Eligibility:

• 2-3 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

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.

Marsh McLennan (NYSE: MMC) 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 marshmclennan.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.