Performance Reporting Assistant - Gurgaon, India - Mercer

Mercer

Verified Company

Gurgaon, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

WAS Investments
Level B (Senior Analyst)

What can you expect?
We are looking to hire a Senior Analyst in US Performance Reporting (US PRO)

The role will be responsible for working closely with the Investment Consultants, and upload the equity holding and fixed income characteristics for different fund manager.

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 is in it for you?

Medical insurance, personal accident insurance, group term life insurance from the day you join us
Holidays (As Per the location)
Shared Transport (Provided the address falls in service zone)

We will count on you for:

Daily work management and execution of performance reporting operations activities
Equity Holding and Fixed Income characteristics
Measuring Performance of investments and asset classes
Communicate with investment and money managers and custodians to gather and/or clarify client specific 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

YOUR NEXT CAREER

MOVE?

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
Support in preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance
Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution
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 uptodate
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
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 multitask 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.

About Mercer

At Mercer, we are a global force of around unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers.

We're in the business of creating more secure and rewarding futures for our clients and their employees — For more than 80 years, we've turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, we've been united in our mission of enabling people around the globe to live, work, and retire well