Wealth Investments is seeking candidates for the following position based in the Gurgaon office :-


Senior Analyst - Investments


What can you expect?

We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT)/ US Performance Reporting (US PRO)The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions.This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies.

What you need to have:
Knowledge & Skills:

Ability to work as part of a team and build strong working relationships with peers

Experience in analyzing investment portfolios or researching investment managers located outside of India

Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance

Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients.

Computations of returns (money weighted / time weighted) for Defined Benefit, Not for profit and Additional Voluntary Contributions clients

Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution

Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)

Problem solving skills and attention to detail

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

Strong verbal and written communication and analytical skills

Ability to work and perform under strict deadlines and quick turnaround projects

What you need to have:


Minimum 2 years experience overall

Graduate((link removed), BBA or equivalent). Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred

Excellent Word, Advanced Excel and PowerPoint skills

Excellent communication skills, both verbal and written

Ability to meet deadlines and a real desire to achieve results

Ability to build rapport and respond confidently to client queries


What makes you stand out?


Adaptable communicator, facilitator, influencer and problem solver

High attention to detail

Good relationship skills, Proven ability to work on own initiative as well as in a team

Adaptable communicator, facilitator and problem solver

High attention to detail

Ability to multi-task and prioritize time effectively

Ability to perform under pressure and strict timelines

Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.


MERCER

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 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 (link removed). Follow Mercer on LinkedIn and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.