Lead Specialist - Investments

Company:

Mercer

Description:

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

The Portfolio Analyst will be an integral member of Mercer’s Canada Investment Management team (OCIO CIO group), reporting to the Portfolio Strategy Lead. This role will focus on advanced multi-asset portfolio modeling, risk analysis, and ESG analytics, contributing to strategic asset allocation and portfolio research for institutional investors. The analyst will collaborate closely with portfolio managers and cross-functional teams to develop and enhance quantitative models, portfolio attribution techniques, and market insights. Additionally, the role includes mentoring junior team members and driving innovation in portfolio analytics, with a strong emphasis on fixed income, equities, and systematic factors influencing global markets.

We will count on you to:

• Modelling of multi asset portfolios using external and internal models

• Responsible for risk analysis, fund deep dives, ESG analytics & report generation

• Contribute to action-oriented portfolio research using statistical & factor modelling

• Develop strategic asset allocation models, risk, and return calibration and portfolio analytics for institutional investors.

• Contribute to fund performance analysis and draft fund commentaries

• Responsible for producing market summary for broader business with insights on various asset classes across geographies

• Conceptualize and develop models for deeper analysis of market environments and trends

• Co-ordinate with multiple teams for managing the portfolios effectively

• Take a leading role towards development of new techniques of portfolio attribution analysis

• Take a lead role in maintaining, improvement and development of internal models

• Mentor juniors in the team to think like a portfolio manager

• Understanding of macro (fixed income/ rates) and systematic factors affecting a portfolio

What you need to have:

• Strong background in portfolio management, construction and advanced econometrics, statistical modelling, and programming skills in Python

• Able to research, self-learn and use complex Python libraries required for developing quantitative models.

• Multi asset class exposure with experience in attribution analysis

• Strong financial instruments knowledge, covering but not limited to fixed income, equities, ETF’s, investment funds, derivatives and market indices.

• Excellent analytical and investment skills

• Self-motivated with ability to work independently as well as lead the process to achieve targets in timely order.

• Self-Development: Able to identify personal knowledge and skill gaps

• 4-5 years of work experience in a portfolio management / investment strategies team as a quantitative practitioner

• Prior experience in fiduciary management, asset management with strong understanding of financial instruments.

What makes you stand out?

• BE/B Tech from a top tier college and/or master’s in finance / financial engineering / Econometrics / Quantitative Finance / MBA

• Evidence of expertise in statistical tools

• 3-4 years’ experience in global markets with inclination towards fixed income or equities

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.