Mangesh Prabhu

CFA | CFA ESG certified | Senior Specialist at Mercer Investments

Role
Senior Specialist - Investments (Consulting) at Mercer
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mangesh Prabhu

Collaborating with global clients and portfolio managers to support investment…

Experience

  1. Senior Specialist - Investments (Consulting)

    Mercer

    Nov 2024 — Present

    Collaborated with clients and portfolio managers across 7 global regions and 30+ clients to supportinvestment decision-making and strategy alignment, advising on fund selection, asset allocation, andportfolio rebalancing- Conducted in-depth performance analysis and created investment decks, performance reports, andmeeting presentations to support client reviews and strategy discussions. Involves bond prices, Externaland Alternative investments- Attending managers meeting, helping clients to understand market trends and portfolio positions, actupon necessary transactions and reports.Integrated ESG metrics and credit ratings into investment analysis and recommendations, aligningportfolios with clients’ responsible investment objectives- Researched and evaluated market trends and macroeconomic developments to assess their impact on

Education

  • M L Dahanukar College of Commerce

    Bachelor's in Financial Market

    2017 — 2020

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Mangesh Prabhu — Senior Specialist - Investments (Consulting) at Mercer in Mumbai, MH, IN | Unifers