Senior Manager Investments Portfolio Management

Senior Manager Investments Portfolio Management

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

About the Role

We will count on you to:

• Understand macro (e.g., fixed income/rates) and systematic factors to support fund and total portfolio management activities.
• Produce routine fund-level performance analysis and risk dashboards (both on a return-based and holdings-based level), and draft fund commentaries.
• Support portfolio managers with more in-depth fund management projects, including fund deep dives and ESG analytics.
• Support the total portfolio management team to develop and maintain ongoing total portfolio-level reporting (e.g., quarterly CIO report, client-level composite dashboard).
• Contribute to investment data updates to enable data analytics and smooth report generation.
• Assist and contribute to firm-level initiatives, including intellectual capital development, automation, and development of tools & methodologies.
• Coordinate projects and interface with different stakeholders to define, track, manage, and meet deliverables.

What you need to have:

• 5-7 years of work experience in either a portfolio intelligence, portfolio management, or investment strategies team.
• BE/B Tech from a top-tier college and/or Masters in Finance, Financial Engineering, Econometrics, or Quantitative Finance.
• Any progress towards FRM, CFA, or CAIA is a plus.
• Strong background in portfolio management, construction, and advanced econometrics, statistical modeling, with programming skills in Python considered a plus.
• Experience with databases is required with Python, SQL skills and ability to research, self-learn and use complex Python libraries.
• Broad financial instruments knowledge, covering but not limited to fixed income, equities, ETFs, investment funds, derivatives, and market indices.
• Experience with cloud and Barra/FactSet risk models is a plus.
• Excellent communication (verbal and written) skills.
• Strong attention to detail.
• Highly effective and self-sufficient project management skills.
• Self-motivated with the ability to work independently as well as lead the process to achieve targets in a timely order.

About Mercer and Marsh

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 $24 billion and more than 90,000 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.

Key skills/competency

• Portfolio Management
• Investment Strategies
• Financial Analysis
• Risk Management
• Python
• SQL
• Econometrics
• Statistical Modeling
• Project Management
• Financial Instruments