Investments

We are seeking a talented individual to join our investments team, part of our people and investments business at Marsh. This role will be based in Pune or Gurugram. This is a hybrid role that has a requirement of working at least three days a week in the office.

Associate Director – Investments (Defined Benefit Portfolio Management)

We are seeking a highly motivated individual to support the growth of our DB (Defined Benefit) fiduciary investment management business (commonly referred to as OCIO or Outsourced Chief Investment Officer). This is an excellent opportunity for someone with experience in fiduciary management or investment consulting for DB pension or insurance investment portfolios. The role may also appeal to other candidates with a strong investment background and technological expertise, but seeking a new opportunity. The successful candidate will be a key member of the US Defined Benefit Portfolio Management team responsible for designing, implementing, and monitoring leading investment strategies tailored to each client using Mercer’s best ideas. This is a rewarding position within a dynamic and expanding team.

We will count on you to:

·       Develop, run, and maintain existing quantitative models to enhance our client offerings.

• Create, manage, and enhance proprietary investment models and tools (such as VaR, interest rate hedging, liability valuation, and liability-driven investing) for DB pension portfolios and client reports.
• Help maintain daily monitoring valuation model for clients on Mercer Dynamic De-Risking Solution (MDDS) platform.
• Drive automation and streamlining efforts to improve processes.
• Collaborate with stakeholders to understand client requirements and develop appropriate solutions.
• Liaise with Portfolio Management, Operations, Strategy, and Consulting teams to implement high quality strategies (for example, dynamic portfolio management and interest rate hedging strategies) across multiple portfolios with efficiency and scale.
• Develop analysis and custom presentation materials in support of investment ideas to be reviewed and approved by the US Defined Benefit Investment Committee and other governance committees.
• Develop analysis and custom presentation materials to support conversations with strategists, consultants, clients, and prospects.

What you need to have:

• Prior experience in fiduciary management, asset management, and/or investment consulting with a strong understanding of financial instruments and statistical/financial modeling.
• Advanced Excel and coding skills (VBA, Python).
• Strong knowledge of financial instruments, including fixed income, equities, ETFs, funds, derivatives, and market indices.