Job Description

We are seeking a talented individual to join our Investments team at Mercer. 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

Specialist - Investments

Reporting & Analytics

An exciting opportunity to join one of Mercer's largest and most rapidly-growing business areas - UK Investments. As part of our Investments Reporting Team, the successful candidate will play a key role in preparing Performance Monitoring reports for our UK DB clients.

Reporting & Analytics Team (R&A)

in GSD Wealth Investments is primarily responsible for supporting and developing Performance Reports for both DB and DC clients on a periodic basis. This team is also accountable for creating monthly strategy reports for their clients and assisting other teams by supplying necessary data.

We will count on you to

Develop and maintain the performance monitoring reports, excel models and flash sheets. Provide research and analysis of desired quality with an ability to explain anomalies and movements. Communicate with investment and money managers and custodians to gather and/or clarify client specific data needed for reporting. Measuring Performance of investments and various asset classes. As required, participate, and perform task for other research related projects. Attend queries, concerns, suggestions from stakeholders. Work in partnership with our internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency, and maintaining professionalism. Take ownership of team processes, whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results. Identifying issues but also offering and putting forward ideas and solutions. Ensuring all issues are communicated and escalated appropriately to the Process Lead / Portfolio Owner. Attend daily team conference calls along with other weekly/ad-hoc calls to allow for effective communication and escalation of matters when required. Identify areas for training and development and be pro-active in finding ways to achieve development plans. Provide support to the Process Leads / Portfolio Owners as required on operational changes, risk management and overall operational planning.

What you need to have:

A relevant professional qualification with 2-4 years' experience in the financial sector. Ability to understand and interpret performance indicators. Professional and enthusiastic approach to work. Accuracy and attention to detail key requirements. Highly driven and disciplined. Strong proficiency in IT skills (PowerPoint, Excel, Word). Adept in undertaking and articulating investment research and insights. Ability to understand and interpret large amounts of fund performance indicators. Ability to work as part of a team. Excellent verbal and written communication skills. Ability to absorb new information quickly. Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills. Planning and Organizing: Ability to prioritize workload effectively in order to support the team.

What will make you stand out:

Education/ Qualification

: Masters in Finance or similar field, or MBA. Candidates having MBA/CFA/FRM will be an advantage. Hands-on experience of Python and VBA will be an added advantage. Self-starter with energy, proactivity, and desire to see things done efficiently. Ability to consistently prioritize work. Solutions driven - ability to see the bigger picture and be proactive in identifying areas for service enhancement. Strong proficiency in Excel and Word with experience using daily in previous roles.

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.