Mercer - Investment Consulting Role - Performance Reporting

Investment Consulting - Performance Reporting (People Manager)

This is a people manager role

Duties and Responsibilities:

- Prepare month and quarterly performance report for (DC,DB and DS)

- Analyze performance of different investment options and overall plan

- Communicate with investment and custodians to gather and/or clarify client specific data for reporting

- Reviewing work of senior analysts/process developer and providing them guidance

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

- Involved in team management as well as production support for high level deliverables in investments

- Client communications and reviews, managing ramp-ups and ongoing transitions

- Periodical SLA monitoring and discussion with the stakeholders

- Conducting One-O-Ones and team meetings

- Define, delegate, monitor and participate in employee engagement activities

- Responsible for mentoring and leading a team of analysts across different processes

- Own accountability by being able to help teams troubleshot issues on projects

- Responsible for driving Process Improvements

- Career planning and grooming of team members for next level

- Manage relationship with onshore Business Process Owners and senior management

- Ensuring exceptional client experience

- Responsible for all performance management activities including supervision, goal setting, ongoing performance communication, employee engagement and development, review and mentoring

Note: Applicants should be flexible working in shifts

Knowledge and Skills:

- Strong understanding and proper usage of investment-related terminology in written and verbal communication in English

- Ability to Prepare Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance

- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies

- Experience in analyzing investment portfolios or researching investment managers located outside of India

- 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 work as part of a team and build strong working relationships with peers

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

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

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

Education & Experience:

- Graduate (B.com, BBA or equivalent )

- Master's Degree in finance ( in addition to accounting, economics or mathematics) or MBA will be preferred

- Minimum 4 years- experience overall