Lead Specialist - Investments (Performance Reporting Tech)

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.

Lead Specialist / Manager- Investments

You will be a part of the Investments group that provides a broad range of investment consulting and advisory services, working closely with the Mercer Investment Consultants across multiple geographies. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting, financial modeling, asset class research, and related investment consulting functions. The incumbent in this role should understand the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies.

In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve.

This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.

We will count on you for:

• Measurement of investment performance for asset classes in clients' portfolios
• Communication with investment managers, money managers, and custodians to gather and clarify client-specific data for reporting
• Preparation of monthly/quarterly portfolio evaluation reports for institutional clients, including analysis of market performance, investment results, style exposures, and recommendations for portfolio rebalancing
• Project management, work allocation, capacity management, peer review, and team member training and development
• Execution of daily operations activities for performance reporting
• Leadership and management of end-to-end operations to ensure seamless report/project delivery
• Building relationships with stakeholders for effective service delivery management
• Leading strategic projects and providing guidance to the team
• Development and management of key performance indicators (KPIs) and handling escalations
• Contribution to defining strategic priorities for the business
• Focus on developing new capabilities and branding initiatives
• Promoting team engagement and knowledge development initiatives, while ensuring compliance with organizational policies
• Driving process improvement initiatives aligned with business priorities and delivering results.

What you need to have:

• In-depth knowledge of investment consulting principles and practices, including asset allocation, portfolio construction, and performance measurement.
• Excellent understanding of the investment industry, including asset classes, investment strategies, and market trends.
• 6-10 years of experience in the wealth management/investment industry
• Mandatory Requirement - Expertise in the Performance reporting, with deep understanding of TWRR/MWRR, Attribution analysis, calculation of stitched performances, composites and benchmark performances etc. The candidate must have experience in designing and modifying VRS components from backend, data upload and adequate coding skills to link the data to components.
• Proficiency in PowerBI, Macros is a must
• Advance excel and experience in Python, SQL are preferred
• Proficiency in data analysis and interpretation, with the ability to troubleshoot discrepancies in the performance data
• Exceptional problem-solving and critical-thinking abilities, with a keen attention to detail and the ability to identify and address potential issues or risks.
• Proven track record of successfully managing teams and serving as a people manager, with the ability to provide guidance, mentorship, and support to team members
• Strong leadership skills, with the ability to lead new workstreams and projects, ensuring successful delivery within defined timelines
• Strong project management skills, with the ability to prioritize tasks, manage resources, and drive projects to successful completion.
• Ability to collaborate effectively with clients, investment managers, and other stakeholders to understand their needs and provide tailored solutions.
• Continuous learning mindset, staying updated with industry trends, emerging technologies, and best practices in investment consulting and performance measurement.
• Ability to work in a fast-paced and dynamic environment, adapting to changing priorities and managing multiple tasks simultaneously.
• Strong interpersonal skills, with the ability to build and maintain relationships with clients, colleagues, and industry professionals.

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.