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21/11 Paridhi
Recruitment Manager at Mercer

Views:1959 Applications:284 Rec. Actions:Recruiter Actions:74

Mercer - Investment Consulting Role (2-5 yrs)

Gurgaon/Gurugram/Noida Job Code: 767334

Duties and Responsibilities:

- Produce quarterly manager commentary by assessing the performance of fund/investment strategies

- Prepare a performance report for DB and DC plans which includes structured discussion on performance results of fund managers and make a recommendation on hold/liquidate investment managers

- Asset allocation and portfolio construction as per client goals and risk appetite

- Prepare and amend investment policy statements

- Fund managers screening and preparation of search report

- Work allocation, peer review, process training and development of team members

- Produce quarterly manager commentary by assessing the performance of fund/investment strategies

- Prepare a performance report for DB and DC plans which includes structured discussion on performance results of fund managers and make a recommendation on hold/liquidate investment managers

- Asset allocation and portfolio construction as per client goals and risk appetite

- Prepare and amend investment policy statements

- Fund managers screening and preparation of search report

Note: Applicants should be flexible working in shifts.

Knowledge and Skills:

- Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income, and alternatives)

- Strong logical and analytical skills with attention to details

- Strong working knowledge of MS Office, third-party tools Bloomberg, Morning Star, Lipper, etc

- Excellent written and verbal communication

- Exceptional interpersonal, organizational, business communication, and time management skills

- Demonstrated success working with out-of-country professionals

- 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

- Ability to understand the link between data, client needs and its application to the - bigger picture-

- Excellent client management skills

- Positive attitude & ability to adapt to the ever-changing environment

- Strong multi-tasking skills.

Education & Eligibility :

- Graduate (any stream), Post Graduate preferably

- Should have completed at least L-1 CFA US (preferable)

- Minimum 2-5 years experience

Women-friendly workplace:

Maternity and Paternity Benefits

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