Specialist – Investments (Mercer | Marsh McLennan) – Gurugram, India
Job Description
Summary
Mercer, a global leader in investments and consulting under Marsh McLennan, is hiring a Specialist – Investments (Performance Reporting) for its Gurugram office. This hybrid role offers the opportunity to work with global investment consultants, delivering accurate performance reporting, portfolio analysis, and strategic investment research for pension clients. If you have a background in finance, investment performance reporting, and global capital markets, this is an excellent opportunity to grow your career with one of the world’s most trusted consulting firms.
Job Details at a Glance
| Job Title | Specialist – Investments (Performance Reporting) |
|---|---|
| Company | Mercer (a Marsh McLennan business) |
| Location | Gurugram, Haryana, India |
| Work Mode | Hybrid (3 days/week in office) |
| Department | Consulting – Investments |
| Experience Required | 2–3 years (Investment performance reporting, global markets) |
| Education | Bachelor’s in Commerce/Finance/Economics/Maths (Master’s preferred) |
| Preferred Certifications | CFA, CIPM (progress considered an advantage) |
| Tools & Skills | MS Excel (advanced), PowerPoint, VBA, Python, R, Power BI, Tableau |
| Job ID | R_319525 |
Key Responsibilities
As a Specialist – Investments at Mercer, you will:
- Manage daily performance reporting operations for pension and institutional clients.
- Measure and analyze investment returns across asset classes.
- Prepare monthly/quarterly investment performance reports covering portfolio allocations, holdings, and performance.
- Communicate with custodians, money managers, and consultants for accurate data collection.
- Support investment decision-making, risk management, and monitoring processes.
- Ensure compliance with internal policies and client requirements.
- Drive process improvements and implement automation where possible.
- Review peer work and provide coaching/training to new hires.
- Collaborate across teams and provide updates to stakeholders on deliverables.
Required Skills & Qualifications
- 2–3 years’ experience in investment performance reporting, research, or portfolio analysis.
- Graduate degree (B.Com, BBA, or equivalent); Master’s in Finance/Economics/Mathematics preferred.
- Progress toward CFA or CIPM certification is a strong advantage.
- Strong understanding of global capital markets, asset classes, and investment strategies.
- Proficiency in MS Excel (advanced), PowerPoint, and Word.
- Excellent analytical, problem-solving, and communication skills.
- Ability to multitask, prioritize, and perform under strict deadlines.
What Makes You Stand Out
- Exposure to coding and automation tools (VBA, Python, R).
- Experience with data visualization tools like Power BI or Tableau.
- High attention to detail and ability to work independently.
- Strong interpersonal skills to build professional relationships.
Why Join Mercer?
- Work with a global leader in investment consulting trusted by top organizations worldwide.
- Enjoy career growth opportunities supported by professional development programs.
- Be part of a diverse and inclusive culture that values collaboration and innovation.
- Access well-being benefits and a flexible hybrid work environment.
Apply Now
Take the next step in your career with Mercer. Join our investments team and contribute to shaping the future of institutional investing.