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Specialist - Investments

Marsh McLennan

Gurugram - DLF BuildingMid
Sign in to applyVerified 2h ago
Location
Gurugram - DLF Building
Work model
On-Site
Level
Mid
Posted
Sep 18, 2026

About this role

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer | a Marsh business. 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.                                                                                                                                            Specialist – Investments We are looking to hire a candidate in the Performance Reporting Team   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. We will count on you for: Prepare monthly and quarterly performance report for (Defined Contribution, Defined Benefit and Delegated Solution) Analyze performance of different investment options and overall plan Communicate with investment and custodians to gather and/or clarify client specific data for reporting Reviewing work of senior analysts/process developer/process champions and providing them guidance Produce quarterly manager commentary by assessing the performance of fund/investment strategies Involved in team management as well as production support for high level deliverables in investments Client communications and reviews, managing  ramp-ups and  ongoing transitions Periodical SLA monitoring and discussion with the stakeholders Conducting One-O-Ones and team meetings Define, delegate, monitor and participate in employee engagement activities Responsible for mentoring and leading a team of analysts across different processes Own accountability by being able to help teams troubleshot issues on projects Responsible for driving Process Improvements Career planning and  grooming  of  team members for  next  level Manage  relationship with  onshore  Business  Process Owners and senior management Ensuring exceptional client experience Responsible for all  performance  management activities  including  supervision,  goal  setting, ongoing  performance communication,  employee engagement and  development,  review and mentoring Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to Level E/F and other stakeholders Training and coaching new hires in the team What you need to have:  Minimum 2-4 years’ experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred 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, Delegated Solution and AVC clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Experience of MS Office ((MS-Excel, MS-Word, PowerPoint), third party tools – Bloomberg, Investorforce/Investment Metrics,

Listing verified 2h ago. Applications go through the company's official careers site.

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Specialist - Investments at Marsh McLennan, Gurugram - DLF Building | Yoinka