We are seeking a talented individual to join our Investments team at Mercer, a Marsh Business. This role will be based in Gurgaon This is a hybrid role that has a requirement of working at least three days a week in the office
Senior Manager – Investments (Operational Due Diligence)
Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients.
We are looking for talented colleagues who understand the financial services industry and the operational functions of investment managers. Will work as part of a team of ODD specialist and client consultants.
We will count on you to:
Work as an extension of the onshore UK / US teams to conduct operational due diligence risk assessments of investment managers using Mercer Sentinel’s framework incorporating house views as appropriate
Understanding of investment manager middle and back office operations, fund administration, portfolio accounting, custody, regulatory compliance and other relevant industry experience
Maintaining knowledge of operational risk frameworks across the Mercer universe of asset classes, including equity and fixed income, hedge funds, private equity, private debt, real estate and infrastructure
Liaise with investment managers to collate information, coordinate on-site visits and schedules
Review responses and documentation provided by investment managers for the risk assessment and author research notes in advance of the meeting of the onsite team to support the onshore team
Support virtual investment manager “in office” visits through the preparation of pre-meeting notes, note taking in the meeting and producing