Gurugram, Haryana, India · Hybrid
Company:Mercer Description: 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 w…
Skills: Asset Allocation, Portfolio Construction, Performance Analytics, Investment Research, Risk Management
Riyadh, Riyadh Region, Saudi Arabia · Hybrid
Company:Mercer Description: Senior Investment Consultant Mercer Wealth | Riyadh or Dubai Exciting Career Opportunity Are you ready to elevate your career with a global leader in investment consulting? Mercer Wealth is at…
Skills: Investment Consulting, Strategic Asset Allocation, Asset-Liability Modeling, Manager Research, Portfolio Structuring
Warsaw, Masovian Voivodeship, Poland · Hybrid
Company:Marsh Description: We are seeking a talented individual to join our Claims Transformation team at Marsh. This role will be based in Poland. This is a hybrid role that requires working at least three days a week i…
Skills: Claims Insurance Operations, Transformation Management, Stakeholder Management, Change Management, Centralization Planning
Bogota, Capital District, RAP (Especial) Central, Colombia · Hybrid
Company:Marsh Description: Estamos buscando una persona talentosa para unirse a nuestro equipo de Risk Management en Marsh. Este puesto estará basado en las oficinas de Marsh en Bogotá. Es un rol híbrido que requiere tra…
Skills: Portfolio Management, Policy Issuance, Claims Management, Audit Compliance, Billing Functions
Stuttgart, Baden-Württemberg, Germany · Hybrid
Company:Mercer Description: Wir, Mercer Deutschland, suchen Dich als Unterstützung für unser Team an den Standorten Düsseldorf, Stuttgart oder Frankfurt a. M. als: Spezialist:in *– Administration betriebliche Altersvorso…
Skills: Company Pension Administration, Data Maintenance, Benefit Calculations, Customer Management, MS Excel
Milan, Lombardy, Italy · Hybrid
Company:Oliver Wyman Description: Who We Are Oliver Wyman is a global leader in management consulting that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organiz…
Skills: Problem Solving, Analytical Mindset, Research, Data Analysis, Communication
Paris, Ile-de-France, France · Hybrid
Company: Description: Le département Dommages/Pertes d’Exploitation, recherche un ou une candidat(e) pour rejoindre l’équipe sinistre d’intensité composée de 8 personnes. Ce que vous allez aimer : Equipe à taille humaine…
Skills: Claims Management, Legal Knowledge, Customer Relationship Management, Property Damage Claims, Business Interruption Claims
Irvine, California, United States · Hybrid
$74k–$147k/yr
Company:Mercer Description: At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating exciting and rewarding …
Skills: Data Analysis, Financial Modeling, Project Management, Actuarial Science, Client Relationship Management
Sydney, New South Wales, Australia · Hybrid
Company:Mercer Description: We are seeking a talented individual to join our Marketing and Communications team at Marsh. This is a Melbourne based role. This is a hybrid role that has a requirement of working at least th…
Skills: Internal Communications, Executive Advisory, Stakeholder Management, Event Production, People Leadership
Honolulu, Hawaii, United States · On-site
$49k–$91k/yr
Company: Description: The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction wit…
Skills: Technical Support, Client Relationship Management, Insurance Brokerage, Commercial Insurance, Risk Analysis
Nantes, Pays de la Loire, France · Hybrid
Company:Marsh Risk Description: Nous recherchons un nouveau talent pour rejoindre notre équipe de Chargés de Clientèle. Ce poste est basé à Nantes. Nous comptons sur vous pour : Développement commercial : Réalise des aff…
Skills: Business Development, Client Relationship Management, Industrial Risk Insurance, Prospecting, Portfolio Optimization
New York, New York, United States · Hybrid
$115k–$230k/yr
Company:Marsh Corporate Description: Marsh is seeking an Accounting Policy and Advisory - Senior Specialist for our high-performing Controllership team. This is a hybrid role with three days per week required in our NYC …
Skills: ASC 606, ASC 340-40, Technical Accounting, Revenue Recognition, SEC Reporting
Los Angeles, California, United States · Hybrid
$93k–$197k/yr
Company:Marsh Description: Marsh is seeking candidates for our open Energy & Power Property Advisor – Digital Infrastructure position based in our New York, Houston OR Los Angeles offices. Associate Client Advisor What c…
Skills: Property Commercial Insurance, Energy & Power Risk Management, Policy Management, RFP Delivery, Client Advisory
Atlanta, Georgia, United States · Hybrid
Company:Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the in…
Skills: Client Analysis, Coverage Recommendation, Client Relationship Management, Mentoring, Underwriting Knowledge
Atlanta, Georgia, United States · Hybrid
Company:Marsh McLennan Agency Description: Our not-so-secret sauce. Award winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest t…
Skills: Written Communication, Verbal Communication, Facilitation, Prioritization, Microsoft Office
Golden, Colorado, United States · Hybrid
$68k–$126k/yr
Company:Marsh McLennan Agency Description: Select Accounts Producer - Sales Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary p…
Skills: B2B Sales, Consultative Selling, Client Relationship Management, Lead Generation, Cross-selling
Nashville, Tennessee, United States · Hybrid
Company:Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the in…
Skills: Claims Management, P&C Claims, Negotiation, Analytical Skills, Project Management
Los Angeles, California, United States · Hybrid
$154k–$328k/yr
Company:Marsh Risk Description: Marsh is seeking candidates for the following position based in the NYC, Houston or Los Angeles. This is a hybrid role that has a requirement of working at least three days a week in the o…
Skills: Property Broking, Risk Management, Energy & Power Insurance, Client Relationship Management, Policy Management
Bogota, Capital District, RAP (Especial) Central, Colombia · Hybrid
Company:Marsh Description: We are seeking a talented individual to join our Proposal Team. This role will be based in Bogota, Colombia. This is a hybrid role that has a requirement of working at least three days a week i…
Skills: Proposal Development, Bid Management, Project Management, English Fluency, Spanish Fluency
Santo Domingo de Guzmán, Distrito Nacional, Dominican Republic · Hybrid
Company:Marsh Description: We are seeking a proactive, strategic, and hands-on Marketing and Communications Lead (Insurance or Brokine Experience for Central America and the Caribbean) to drive sales and growth, elevate …
Skills: Marketing Strategy, Communications Strategy, B2B Marketing, Stakeholder Management, Public Relations
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role involves providing comprehensive analysis and research support for investment decision-making, risk management, and portfolio monitoring. Key tasks include developing asset allocation solutions, preparing performance evaluation reports, and leading ad hoc business impact projects.
Candidates need 5-7 years of experience in wealth or investment management with a degree in finance or economics. Proficiency in investment asset classes and tools like Bloomberg or Morningstar, along with progress toward certifications like CFA, is required.
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.
As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports.
In your role, you will be the content specialist/trainer and peer reviewer of crucial tasks including but not limited to quarterly performance evaluation reports including Defined Contribution, Defined Benefit and Not for Profit clients, investment policy statements, and manager commentaries among other tasks. You will be expected to drive/lead ad hoc projects aimed at creating positive business impact/value-add for the business.
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.
Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization’s Strategic Research Group
Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing.
Preparing and reviewing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers.
Lead and support client projects or ad-hoc projects beyond reporting
Review asset allocation and portfolio construction as per client goals and risk appetite
Review and amend investment policy statements
Fund managers screening and preparation of search report
Project management, peer review, process training and development of team members
Lead and contribute on projects for Strategic Research Team and Intellectual Capital publications
Conduct research and write research papers on macro/micro economic environment and Investment industry
Lead and participate in knowledge development initiatives
Providing research support on client requests including ESG, Style Analysis, Asset Class Trends
Play key role in strategic and operations improvement initiatives
Support Process Leads in preparation of periodic KPIs and dashboard reporting
Coach and guide the junior team members and new team members
5-7 years’ experience in the wealth management/investment industry overall
Relevant Bachelor's or Master's degree in finance or economics with demonstrated academic achievement
Progress towards professional certification such as CFA, CAIA, CIPM
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
Stakeholder management; managing escalations and ensuring excellent service delivery
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 ever-changing environment
Strong multi-tasking skills
Domain expertise relevant to wealth management/investment advisory/consulting
Willing to learn and a strong team player with a collaborative approach
Effective team management skills
Good analytical skills
Strong written and verbal communication skills
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, 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 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 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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.Marsh 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 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 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.This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
This LinkedIn page is closed. Please follow us at Marsh on LinkedIn.
Offices: 1166 Avenue of the Americas, New York, NY 10036, US
