Department: US Investment Performance Reporting Office. Performance Reporting: Preparing portfolio performance reports that include evaluation of profit & loss of individual investments and asset classes, comparing the same with the benchmark, and making recommendations on individual investments/managers for pension plans. It includes analyzing quantitative data and writing about asset allocation, performance, expenses, risk, manager news, and providing recommendations.. Collect data needed for quarterly performance reports and analyze the client’s portfolio performance, including the performance of each of the funds within the client’s investment portfolio. Conducting the search for the replacement of existing fund managers or to make new investments in US pension plans. This includes screening and selecting investment manager(s) based on client investment style, goals, and risk appetite.. Extensive use of Investment Metrix and MorningStar to prepare the quarterly performance reports of U.S. Pension Plans (Defined contribution and Defined Benefit Plans).. Maintaining a point of contact between Mercer and the strategy’s investment manager and provides information about a significant change to the strategy’s philosophy, people, or process.

• Worked on finalizing monthly, quarterly, and annual performance reports for HNI customers.• Portfolio aggregation report, attribution analysis, and various ad-hoc reports using tools like Morningstar Direct, Fact Set, Bloomberg, etc.• Maintain investment policy statements (IPS) as per the client's requirement.• Independent Research on Macro-Industry, US-based Stocks. This is a secondary research report which is completed with data compiled from information resources like Bloomberg, Morningstar Direct.