Lead Specialist - Investments

Mercer

Gurgaon, India
Hybrid
Portfolio operations experience
Fund accounting experience
Custodial oversight experience
The Portfolio Implementation Associate will have direct responsibility for discretionary client & investment product Implementations

Job Summary

  • The Portfolio Implementation Associate will have direct responsibility for discretionary client & investment product Implementations.
  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • Marsh is committed to embracing a diverse, inclusive and flexible work environment.

Matching Summary

The Portfolio Implementation Associate will have direct responsibility for discretionary client & investment product Implementations.

Skills & Requirements

Must-have

  • Portfolio Operations experience
  • Fund Accounting experience
  • Custodial oversight experience
  • Client-facing position
  • Microsoft Excel proficiency

Nice-to-have

  • Defined Contribution Plans experience
  • Pensions experience
  • Not-For-Profit organizations experience
  • Project management experience
  • Positive attitude and team-oriented

Key Requirements

  • 5+ years of experience
  • Commerce graduate or master’s degree in finance
  • Proficiency in Microsoft Office
  • Strong analytical and organizational skills
  • Clear and effective communication

Work Rights

Not specified

Tailored Resume

Cover Letter