1,596 Investments jobs in India
Director - Investments
Posted today
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Job Description
Company:Mercer
Description:
We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai/Noida. This is a hybrid role that has a requirement of working at least three days a week in the office.
Director Operations Due Diligence - Investments
Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients.
We are looking for talented colleagues who understand the financial services industry and the operational functions of investment managers. Will work as part of a team of ODD specialist and client consultants.
We will count on you to:
- Work as an extension of the UK/US team to conduct operational due diligence risk assessments of investment managers using Mercer Sentinels framework incorporating house views as appropriate
- Understanding of investment manager middle and back office operations, fund administration, portfolio accounting, custody, regulatory compliance and other relevant industry experience
- Maintaining knowledge of operational risk frameworks across the Mercer universe of asset classes, including equity and fixed income, hedge funds, private equity, private debt, real estate and infrastructure
- Liaise with investment managers to collate information, coordinate on-site visits and schedules
- Review responses and documentation provided by investment managers for the risk assessment and author research notes in advance of the meeting of the onsite team to support the onshore team
- Support virtual investment manager on-site visits through the preparation of pre-meeting notes, note taking in the meeting and producing high quality draft written reports after the meeting
- Challenging and improving operational processes for Mercers ODD framework
- Contribute to Mercer Sentinels intellectual capital through market research and process innovation
- Contribute towards Mercer Sentinels other products including but not limited to Surveys and Operational Reviews; support onshore teams efforts towards key projects or activities including business development among others.
- Update and maintain pertinent tools/database with relevant information including research publications and coordinate with asset managers for requisite data and for scheduling research calls; prepare and distribute Ratings Committee (RC) minutes from the weekly RC call.
- Project management, work allocation, real-time capacity management, peer review, process training and development of team members
- Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects.
- Liaison with stakeholders to build relationship for service delivery management.
- Play anchor role for all strategic projects and provide directions to the team.
- Prepare and manage KPIs and handle escalations.
- Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives.
- Driving Process Improvement Initiatives and delivering results in line with Business Priorities
- Demonstrate subject matter expertise in leading the ODD vertical
- Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database
- Ensuring storage and organizing data on a central database
What you need to have:
- A Master's degree in economics, finance or other business-related areas with a high level of written content
- Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent) preferential requisite
- 12+ Years of experience with operational due diligence investment management, operations, fund management or investment consulting
- Previous experience in operational risk analysis, fund administration, and or financial / portfolio accounting would be beneficial
- Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint)
- Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date
- Works well under pressure, with the ability to prioritise and manage multiple tasks, stakeholders and deliverables simultaneously; candidate may be expected to attend calls with US based asset managers couple days in a week; responsibilities may stretch to taking calls with asset managers in other geographies including Pacific, UK, Europe, Middle East and Asia depending on the business requirements.
- Excellent organisational and time management skills
- Openly shares information and own expertise with colleagues
- Possess excellent team working skills in a global/remote working environment
What makes you stand out:
- Demonstrates excellent oral and written communication skills
- Self-motivated with an eagerness to learn and a positive work ethic
- Challenges existing practices and conventional thinking
- Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, 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.
Marsh McLennan 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 McLennan 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 McLennan 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.
Intern - Investments
Posted today
Job Viewed
Job Description
Symbiotics is the leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies. The group offers investments, asset management and capacity building services.
Symbiotics Investments focuses on loan origination and bond issuance. It currently employs 100 people and is headquartered in Geneva, with offices in London, Amsterdam, Mexico City, Singapore, Cape Town, New Delhi and Yerevan. Our affiliates in London and Amsterdam are both regulated entities, with relevant investment firm licenses for the United Kingdom and the European Union respectively.
Since 2005, Symbiotics Investments has originated 7,662 investments representing more than USD 9.6 billion for 579 companies in 95 countries.
We are a fast-growing, market-leading company, offering a dynamic work environment in the growing impact investment space. Our people are our biggest competitive advantage.
We believe that in order to recruit the best professionals all applications must be reviewed equally. For this reason, we will not require personal data such as photos, date of birth or gender to be included on CV applications.
None
We are looking for:
A motivated student to join as an Investment Intern in Symbiotic's Gurgaon office. You will assist the investment analysts of the South Asia Region in the monitoring of financial and ESG performances for Institutions located in the region. The intern will have a unique opportunity to be introduced to the impact industry through working with one of the global leaders in sustainable private debt.
Our preference is for the intern to work with us full-time from August / September to November / December with three days a week in the Gurgaon office. ( 3 months Internship )
Job Description
Market Research
- Support the investment team in the production of market/industry research reports (accuracy, completeness, timeliness) for countries in portfolio.
Institution Due Diligence
- Maintenance of all data required for the opening, clearing and updating of FI Account and KYC process for institutions in the region
- Inputting of audited financial statements and liability information report for investees in the region
- Opportunity to receive on the job training from experienced Investment Analysts
Institution Monitoring
- Support Investment Analysts in the monitoring of investee risk through monthly reports (timely reception, initial review)
None
Requirements
We are looking for a dynamic person who is organized and able to work in a fast-paced and challenging environment. More specifically, we have the following requirements:
- Currently enrolled or recently graduated / post graduated from a tier 1 or tier 2 University in a finance related program
- Strong interest in impact investing
- Strong command of Microsoft Excel
- Excellent written and oral communication skills
- Fluent written and spoken English. Hindi and other regional languages is a plus
None
What makes us different?
- The chance to contribute to improving the lives of people in emerging and frontier countries, to work towards supporting the UN Sustainable Development Goals
- A flexible work environment with colleagues from 41 countries
- The opportunity to become part of a growing business that pushes you to excel every day while having a positive impact on others
Manager Investments
Posted today
Job Viewed
Job Description
Expert in Investment Analysis & Regular accounting of the same, developing investment strategies, managing client portfolios, leading teams to achieve financial and investment goals
Analyst, Investments
Posted today
Job Viewed
Job Description
Analyst (Investments)
Location:
Bangalore (In-office)
•
Type:
Full-time
About GameRamp
GameRamp is an intelligence-plus-capital platform for mobile games and consumer apps. Our stack turns live UA and product telemetry into underwriting, forecasts, and action. We're a VC backed team consisting of senior game executives and VC/PE experience.
The Role
Join as an Analyst on the Investment & Credit team. You'll work directly with the founders on live deals, underwriting, and portfolio monitoring. It's global, data-centric, and hands-on.
What You'll Do
- Deep analysis - market and opportunity analysis across the app economy
- Build sophisticated financial and forecast models to drive commercial strategy
- Structure legal and financial documents, assist in commercial structuring
- Drive cross functional alignment on data between teams and workflows
- Turn analysis into crisp, executive-ready slides and memos that drive decisions.
What You'll Bring
- 1–3 years in product analytics, private equity, credit investing, debt, structured finance. Familiarity with consumer apps is desirable
- Advanced level expertise in excel and SQL. Comfort with statistical analysis is a plus
- Familiarity with performance marketing
- Writing clear memos and presentations, backstopping numbers, and taste in trade-offs.
- Owner mindset: high tempo, bias to action, low ego.
How to Apply
Upload your resume
and
a one-page
App Analysis
(PDF). Submissions
without
the one-pager won't be reviewed.
Tell us, in plain English, for a consumer app/game that you regularly use:
- What it is & who it's for: one-liner problem + core loop
- The hook: how a new user reaches the "aha" moment; what brings them back.
- Top features (3): why each matters (activation, retention, monetization). One you'd cut or simplify—and why.
- Monetization & growth: main model (IAP/IAA/subscription); likely best-performing user sources (organic or which paid channels) and why.
- Numbers to watch: use your best approximations on retention and activity to model the future revenues of the game.
- One risk, one quick win: a real unit-economics risk, and a 2-week experiment with a target metric.
Format:
Lastname_Firstname_Resume +
•
Max 1000 words
• Excel attachments welcome
• One small diagram/screenshot optional.
Specialist - Investments
Posted today
Job Viewed
Job Description
We are seeking a talented individual to join our investments team at Mercer. 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
Performance Reporting
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:
- Daily work management and execution of performance reporting operations activities
- 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
- Reviewing work of peers and providing them guidance
- Ensuring compliance with all internal and client policies
- Driving Process Improvements
- Providing timely updates to AM/TM and other stakeholders
- Training and coaching new hires in the team
What you need to have:
- Minimum 2-3 years' experience
- Graduate , 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
- 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
- Excellent Word, Advanced Excel and PowerPoint skills
- Exceptional 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 customer 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
- 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.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan 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 McLennan 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 McLennan 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
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan 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 McLennan 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 McLennan 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.
R_
Specialist - Investments
Posted today
Job Viewed
Job Description
We are seeking a talented individual to join our investments team at Mercer. 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
Performance Reporting
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:
- Daily work management and execution of performance reporting operations activities
- 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
- Reviewing work of peers and providing them guidance
- Ensuring compliance with all internal and client policies
- Driving Process Improvements
- Providing timely updates to AM/TM and other stakeholders
- Training and coaching new hires in the team
What you need to have:
- Minimum 2-3 years' experience
- Graduate , 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
- 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
- Excellent Word, Advanced Excel and PowerPoint skills
- Exceptional 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 customer 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
- 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.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan 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 McLennan 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 McLennan 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
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan 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 McLennan 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 McLennan 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.
Manager - Investments
Posted today
Job Viewed
Job Description
We are seeking a talented individual to join our investments team at Mercer. 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.
Manager - Investments (Performance Reporting)
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 7-8 years' experience
- Graduate , 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
- Strong understanding and proper usage of investment-related terminology in written and verbal communication in English
- 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, Delegated Solution and AVC 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
- Ability to understand the link between data, client needs and its application to the "bigger picture"
- Exceptional interpersonal, organizational, business communication, and time management skills
- Strong working knowledge of MS Office, third party tools – Bloomberg, Investorforce/Investment Metrics, Morning Star, Lipper, etc.
- Excellent Word, Advanced Excel and PowerPoint skills
- Exceptional communication skills, both verbal and written
- Experience of managing key stakeholders or service providers
- Strong exposure in knowledge and experience in managing operations, multiple processes and their SLAs
- Prior experience of building strong stake holder partnerships. Managing stakeholder expectations
- Knowledge on Quality tools like Six Sigma, Lean are good to have.
- Knowledge and experience in transfer efforts and transition of processes.
- Yellow / Green belt certification
- Ability to meet deadlines and a real desire to achieve results
- Strong ability to participate in difficult conversations and handling escalations
- Ability to build rapport and respond confidently to customer queries
- Assertive, challenges processes and the "as is" to achieve a better service and experience for the client
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
- 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.
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 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.
Marsh McLennan 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 McLennan 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
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan 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 McLennan 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 McLennan 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.
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Specialist - Investments
Posted today
Job Viewed
Job Description
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:
- Daily work management and execution of performance reporting operations activities
- 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
- Reviewing work of peers and providing them guidance
- Ensuring compliance with all internal and client policies
- Driving Process Improvements
- Providing timely updates to AM/TM and other stakeholders
- Training and coaching new hires in the team
What you need to have:
- Minimum 2-3 years experience
- Graduate , 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
- 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
- Excellent Word, Advanced Excel and PowerPoint skills
- Exceptional 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 customer 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
- 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.
Specialist Investments
Posted today
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We will count on you to:
- Take charge of the imminent delivery workflow coming in to IC
- Driving new business initiatives that are combination of research and delivery specs as known at the moment
- Stakeholder management
- Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment
- Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.
- Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.
- Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.
- Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects
- Production of bespoke and ad-hoc investment reports.
- Assisting in the implementation of changes to investment strategy arrangements as decided by our clients
- Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks
- Prepare a Client Audit Request response and a typical Client Valuation Request response
- Prepare valuation reports basis the cash flow information for the clients investment portfolio
- Contribute to other investment consulting support activities as assigned
- Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines
- Where appropriate, propose updates and improvements to current processes
- Contribute to other group projects as assigned
- Contribute and participate in knowledge development initiatives
- Coaching and guidance to the junior and new team members
- Attend queries, concerns, suggestions from stakeholders
What you need to have:
- Prior Experience: 2-4 years of work experience in financial sector
Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantage.
Adept in undertaking and articulating investment research and insights
- Ability to understand and interpret large amounts of fund performance indicators
- Comfortable in using Microsoft Word, Excel and PowerPoint
- Ability to work as part of a team
What makes you stand out:
- Excellent verbal and written communication skills
- Ability to absorb new information quickly
- Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills
- Planning and Organising: Is able to prioritise workload effectively in order to support the team
AVP_ Investments
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AVP, Investments – Mumbai, India
Amherst is revolutionizing the way U.S. real estate is priced, managed and financed in order to unlock opportunities for all market participants. Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the next risks and opportunities are likely to emerge and designing actionable strategies for investors to capitalize on opportunities across residential real estate, commercial real estate and public securities. Amherst, along with its affiliates and subsidiaries, has more than 900 employees, $5 billion under management and approximately $5 billion under advisement and oversight.
The Amherst Residential platform provides a comprehensive suite of services to facilitate the ownership of single-family rental properties, including property management services, asset-level financing, and asset management services. With a deep understanding of and proprietary analytics on the single-family home and mortgage markets, Amherst's platform combines a unique combination of national scale with local market knowledge and execution.
The Investments team oversees the investment strategy and asset management for Amherst's 15bn real estate portfolio and is looking for AVP who will work in a fast-paced environment, quantitatively driven environment, and is comfortable managing and streamlining various high impact projects and decisions across the portfolio. The AVP of Investments will lead and oversee a team of underwriters in India responsible for acquisitions, underwriting, and ongoing asset management of a portfolio of single-family homes. This strategic leadership role involves directing the end-to-end acquisition process, rigorous underwriting, and expense management to maximize portfolio growth, operational efficiency, and investor returns.
Job Responsibilities:
- Gain full understanding of how to underwrite all the components of property underwriting and act as India SME for Investments team
- Serve as the SME to develop and drive the L&D program and training for the Investments teams
- Support the India based recruiting efforts for Investments team
- Improve productivity, and ensure delivery of high-quality services out of India to support Amherst's Investment activities
- Develop and implement quality control protocols and procedures to ensure high productivity and high-quality work product is delivered on a timely, consistent and accurate manner
- Continuously drive process improvement and automation for Investments team workflows
- Use data and other tools to transform business processes, proactively identify trends, find root causes for challenges or inefficiencies, develop solutions and action plans using technology, and ensure timely execution of deliverables
- Collaborate with the US managers and teams to evaluate existing processes for efficiency opportunities, drive incremental change and incentivize performance improvements
- Convey innovative ideas that question the status quo and achieve return on investment
- Establish, monitor and communicate performance on key metrics to stakeholders
- Ability to provide communication, documentation, and project plans around new workflows to be transitioned to India
Desired Skills and Experience:
- MBA from tier 1 college with global financial market understanding, CFA a plus
- 10+ years of relevant experience in underwriting, asset management, or other real estate disciplines
- Fluent in Microsoft Excel and PowerPoint, knowledge of SQL and Python a plus
- Strong academic background with focus in finance, real estate, accounting, or math preferred
- Top-ranked performer with a track record of success (academic, professional)
- Strong verbal and written skills to communicate effectively with internal and external professionals
- Candidate should be extremely detail-oriented and organized with a proven ability to work well in a high-intensity environment to complete tasks quickly and effectively
- Ability to prioritize multiple deadlines while delivering a high-quality product under tight time constraints
- Desire to work on a highly collaborative, fast paced team
Amherst's core values:
- Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints. We do the right thing the right way and are accountable for our actions.
- Client-Centricity & Business Acumen: Strong Team player, multiple internal/external stakeholders management,
- Communication & Connectivity: Strong written and verbal communication skills with clients and management. Collaboration – We align, contribute, and win together.
- Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.
- Agility – We are nimble and responsive.
- Community – We empower and support people to create a sense of belonging for all.
Working Shift/ arrangement: US Shift (1:30PM – 10:30 PM – IST and 4:30 PM – 1:30AM),Flexible
- Hybrid working model