- Reporting – the team distributes a suite of reports to the business on a monthly/quarterly/ad-hoc basis. The successful candidate will assist the team in coordinating and inputting all relevant data so that reports are distributed in a timely manner.
- – Undertake research on Fund managers and undertake project work on traditional and alternative asset classes.
- Analysis – Collect and create search work for Investment managers. Articulate outcome of investment analysis in form of reports or slides in a succinct manner.
- in partnership with our internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency, and professionalism at all times.
- Take ownership of team processes whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results.
- Identifying issues but also offering and putting forward ideas and solutions. Ensuring all issues are communicated and escalated appropriately to the Process Lead.
- working with a consulting mindset and attend queries, concerns and suggestions from stakeholders.
- Attend daily team conference calls along with other weekly/ad-hoc calls to allow for effective communication and escalation of matters when required.
- Identify areas for training and development and be pro-active in finding ways to achieve development plans.
- Provide support to the Process Leads as required on operational change, risk management and overall operational planning.
- A relevant professional qualification with 2-4 years' experience in the financial sector
- Technical knowledge of fund structures, parties to the fund and the differing fund / asset types.
- Experience in undertaking and articulating investment research, regulatory reports and insights.
- Ability to understand and interpret performance indicators
- Professional and enthusiastic approach to work.
- Strong organizational and project management skills along with ability to grasp information quickly.
- Accuracy and attention to detail key requirements.
- Excellent interpersonal skills to communicate with internal and external clients at all levels.
- Highly driven and disciplined.
- Ability to work effectively within a small, fast-growing team and assist in the leading, managing and development of that team.
- Fluent English essential.
- Strong IT skills (PowerPoint, Excel, Word).
- Qualification: Masters in Finance or similar field, or MBA. Candidates having MBA/CFA/FRM will be an advantage.
- with energy, proactivity, and desire to see things done efficiently.
- Prior experience in coordinating/implementing pension regulatory reports, fund commentary and manager selection exercise.
- Accuracy & attention to detail key requirements.
- Ability to consistently prioritize work.
- Solutions driven – ability to see the bigger picture and be proactive in identifying areas for service enhancement.
- Strong proficiency in Excel with experience using daily in previous roles.
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Specialist - Investment Consulting - Mumbai, India - Marsh McLennan
Description
Mercer UK Investment Consulting is seeking a candidate for the following position based in our Mumbai office
Specialist - Investments
Location – Mumbai
What you can expect:
An exciting opportunity to join one of Mercer's largest and most rapidly-growing business areas – UK Investment Consulting. As part of our UK Investment Consulting Team, the successful candidate will play a key role in providing dynamic consulting support to our global client teams.
Consulting Support encompasses generating several regulatory and governance reports, cashflow advices and research work for new fund managers. Additionally, it involves drafting several ESG compliant reports.
This role will be multi-faceted and fluid, requiring an individual that has a diverse background across Investment Research and Fund Performance indicators. The core experience and skills will be a mix of fund research and analysis, pension reporting, middle office services, business development, relationship & stakeholder management and leadership skills.
We will rely on you for:
What you need to have:
What will make you stand out:
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. Mercer's 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 world's 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 Follow Mercer on 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.