Marsh & McLennan - Associate Director - Investment Solutions - OCIO - Client Management - CFA (10-12 yrs)

We are seeking a talented individual to join our Investments 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

Associate Director - Investment Solutions (OCIO - Client Management)

We will count on you to :

- You will be taking the role of Head of Client Management & Client Content

- Escalation point for the team working on Investment Only clients and reviewing monthly and quarterly investment reports

- Develop in-depth knowledge of Mercer's delegated fund structures and solutions in order to explain and communicate to colleagues and clients.

- Competent to respond to client queries (sometimes operational in nature)

- Have a client lens when looking at central global investment material and consider how this could be translated into digestible client material for client meetings

- Be able to take research papers on topics (ESG for example), pick out the key points and summarise into slides

- Review/manipulate investment output/data and add investment commentary/narratives - i.e. identify key detractors on performance for example.

- Monitor delivery timelines and ensure deadlines being met

- Support the development of Mercer's overall client-service delivery across the entire Investment Solutions client base, ensuring a first-class customer experience in a scalable way.

- Support Mercer colleagues/consultants on a variety of topics including performance analysis, strategic asset allocation advice, economic commentaries and PowerPoint presentations.

- Liaise with wider operational, portfolio management and consulting teams across Mercer, including management of a wide range of projects as they arise.

- Deliver investment output & documentation within critical timelines.

- Execute and oversee the essential structures and specialisms required to accomplish the desired strategy

- Train and develop junior colleagues who have responsibilities across various client management and centralized content functions

- Support the advancement of our centralized content framework by supervising and actively engaging in the creation of materials for both clients and internal stakeholders

What you need to have :

- Energy, proactivity and desire to see things done efficiently

- Candidate needs to be CFA qualified

- Excellent verbal and written communication skills; the ability to communicate complex issues in a simple and coherent manner

- Attention to detail

- Strong project management skills

- Ideally some relationship management / consulting experience

- Knowledge and experience of investment markets across range of assets:

Prior Experience: 10+ years of work experience in relevant domain

Would suit near-qualified Actuary or CFA holder

- Strong IT skills (PowerPoint, Excel, Word)

What makes you stand out:

- Ability to work as part of a team.

- Excellent verbal and written English and 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 Organising: Can prioritise workload effectively in order to support the team.

- Ability to own drive and deliver own work

Why join our team:

- Your contributions will impact strategic decision-making and business performance.

- 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.

Marsh McLennan (NYSE: MMC) 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 marshmclennan.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.