IJP - Senior Specialist - Investments

Company:

Description:

Role - Senior Specialist - Investments

No of roles - 1

Location - Noida

Last date to apply- 11th Aug

We are seeking a talented individual to join our investments team at Mercer, a Marsh Business. This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office.

Senior Specialist - Investments

We are looking to hire a Specialist- Investments in the Mercer Research Support (MRS) team

The role will be responsible for working closely with the investment managers to deliver comprehensive and accurate reports for wealth management clients and support related functions.

This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research 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.

We will count on you for:

• Daily work management and execution of reports and other operations

• Communicate with investment managers to gather and/or clarify data for reporting

• Ensuring compliance with all internal and client policies

• Active Participation in Process Improvements

• Providing timely updates to AM/TM and other stakeholders

• Training and coaching new hires in the team

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

• Knowledge of investment strategies and ability to write reports covering details of the investment process

• Exposure to Global Capital Markets and working knowledge of various Asset Classes

• 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 12 months experience as Specialist (C1) /Senior Specialist (C2)

• Should have at least “On-Track” or equivalent rating in last appraisal.

• Should not be under any Performance Counselling Plan or had any official disciplinary action within the last 3 months.

• Minimum 3 years’ overall experience

• Should not have applied for any other IJP in the last 3 months

• Graduate (B.com, BBA or equivalent).  Master’s degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA 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

• 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.

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.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Disclaimer

• Please note that the relocation assistance shall not be provided for the said position

• Candidates who wish to apply for inter-location positions are required to check with the Transport Help Desk (THD) to confirm if their place of residence is within the served transport service zone

• Mention your employee id and official email address in the resume

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 $27 billion and more than 95,000 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.