Investment Research Assistant

1 Month ago • 1 Years +

Job Summary

Job Description

This role is for a Sr. Analyst - Investments within the Mercer Viewpoint (MVP) team, responsible for delivering accurate reports for wealth management clients. The role involves supporting analysis and research in investment decisions, risk management and monitoring. The responsibilities include daily report execution, communication with investment managers, ensuring compliance, process improvements, providing updates to stakeholders, and training new hires. The candidate should have an understanding of Global Capital Markets and knowledge of various Asset Classes and Investment Strategies.
Must have:
  • Analyze investment portfolios or research investment managers.
  • Knowledge of investment strategies and report writing.
  • Good command of MS Office applications (Excel, Word, PowerPoint).
Good to have:
  • Adaptable communicator, facilitator, influencer and problem solver.
  • Exposure to coding and automation using VBA, Python, R etc.
  • Knowledge of visualization tools like Power BI, Tableau.
Perks:
  • Professional development opportunities.
  • Vibrant and inclusive culture.
  • Range of career opportunities, benefits and rewards.

Job Details

Company:

Mercer

Description:

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office.

Sr. Analyst - Investments

We are looking to hire a Sr. Analyst- Investments in the Mercer Viewpoint (MVP) team

The role will be responsible for working closely with the investment managers, delivering comprehensive and accurate reports for wealth management clients and support related functions.

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 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 reports and other operations
  • Communicate with investment managers to gather and/or clarify data for reporting
  • Ensuring compliance with all internal and client policies
  • Active Participation in Process Improvements
  • Providing timely updates to AM/TM and other stakeholders
  • Training and coaching new hires in the team

What you need to have: 

     Knowledge & Skills:

  • 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
  • Knowledge of investment strategies and ability to write reports covering details of the investment process
  • Exposure to Global Capital Markets and working knowledge of various Asset Classes
  • Good command of 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

What you need to have:

  • Minimum 1 year’s overall experience
  • Graduate (B.com, BBA or equivalent).  Master’s degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred
  • Excellent Word, Advanced Excel and PowerPoint skills
  • Excellent 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 client queries

What makes you stand out?

  • Adaptable communicator, facilitator, influencer and problem solver
  • High attention to detail
  • 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 mercer.com, 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 mercer.com, 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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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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