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IJP -Lead Specialist - Investments

Marsh McLennan
NewPosted today

LOCATION

Gurugram · Hybrid

EXPERIENCE

1+ Years

TYPE

FullTime

SKILLS REQUIRED

Investment Due DiligenceData AnalysisFinancial ReportingMarket ResearchExcelPortfolio Construction

Job description

Overview

Lead Specialist in Investments (Private Markets Analytics, Manager Research) supporting investment decision-making through data reporting and analytics for the private markets research team, from an investment due diligence perspective.

What you'll do

  • Maintain entries on DealCloud (database).
  • Pull files from GP Datarooms for strategy review.
  • Support Investment Due Diligence (IDD) execution by reviewing materials for completeness and consistency against IDD checklists.
  • Extract, clean, and standardize strategy, portfolio, and performance data.
  • Perform analytics on track record, portfolio exposures, benchmarks, and peer comparisons.
  • Conduct portfolio look-through support using underlying investment data where available.
  • Support the operational workflow for manager reviews, re-ups, and ad hoc diligence requests.
  • Maintain documentation, version control, and audit trail for diligence workflows.

What you'll need

  • Minimum 12 months experience as Lead Specialist (D1) / Senior Specialist (C2).
  • At least "On-Track" or equivalent rating in last appraisal.
  • Not under any Performance Counselling Plan and no official disciplinary action within the last 3 months.
  • Not applied for any other IJP in the last 3 months.
  • Broader understanding of the different sub-asset classes within private markets.
  • Strong analytical skills and ability to undertake complex data-driven projects.
  • Previous experience in investment analysis or quantitative research.
  • Ability to work with large datasets and perform analytics.
  • Proficient in Microsoft Excel and PowerPoint.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills to present complex data clearly.
  • Ability to work collaboratively in a fast-paced environment.

Nice to have

  • CFA/CAIA charter holder and/or progress towards CFA/CAIA at advanced levels.
  • Familiarity with investment strategies and analytical tools.
  • Proactive problem-solving attitude and intellectual curiosity.

Details

  • Location: Gurugram (DLF Building); the posting also lists Gurgaon/Noida.
  • Hybrid role: at least three days per week in the office.
  • Last date to apply: 27th October 2026.
  • Number of positions: 1.

Read the full description and apply on the company’s own careers page.

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IJP -Lead Specialist - Investments