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.
Senior Manager – Investments
Manager Research
Mercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process.
The role is responsible for investment strategy and research development at Delegated Solutions.
We will count on you to:
Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence
Demonstrate subject matter expertise in leading the manager research vertical
Contribute to the investment decision-making and manager-selection processes
Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations
Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database
Storing and organizing data on a central database
After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a Mercer research template
Organizing and ensuring that the Mercer research template is filled in correctly and lacking errors, so it is ready for distribution to Mercer’s research group
Amending and fixing research template errors based on direction from Mercer’s research group
Making sure the accuracy of the data inserted into the Mercer research template is of the highest integrity
Manage a team of specialists in producing manager research reports
Maintain an efficient process for delivering manager research adhering to accuracy and timeliness
Monitor portfolio performance and markets trends
Develop reports for internal, external client presentations and senior management
Contribute to fund performance analysis and draft fund commentaries
Develop reports for internal, external client presentations and senior management
Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings
What you need to have:
8+ years experience in global markets with adequate exposure in multi-asset/alternatives
Prior experience in asset management or investment research with strong understanding of investment strategies
CFA Charterholder and/or progress towards CFA at advance levels is preferred.
BE/B Tech/B.Com/BBA from reputed college and/or master’s in finance / MBA
Ability to manage multiple projects, stakeholders, and deliverables simultaneously
Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organization
Can work under pressure and meet deadlines, while delivering a high quality end product
Keen attention to detail
Working knowledge of all asset class with a key focus on alternatives asset class
Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge
Ability to efficiently and effectively communicate with other groups across Mercer to solve problems
Critical thinking capabilities when encountering sticking points
Evidence of expertise in analytical tools
Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.)
What makes you stand out?
Ability to understand the link between data, client needs and its application to the “bigger picture.”
Excellent stakeholder/client management skills.
Positive attitude & ability to adapt to ever-changing environment.
Strong multi-tasking skills.
Excellent written and verbal communication and report writing skills.
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.