Specialist – Investments (Client Operations)

We are seeking a talented individual to join our investments team at Mercer. 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. Specialist – Investments (Client Operations) As part of our Investment Solutions International Client Operations Team, the successful candidate will play a key role on the

Client Events

pillar.The Client Operations Team has responsibility for 2 operational pillars :

Client Events , which encompasses the co-ordination and execution of client events from an operational perspective, including the on-boarding of new client monies into the Mercer fund range and the restructure of existing client portfolios.

This team is also responsible for the end-to-end

Share Class Process , from identifying sub-fund share class requirements & supplement up-dates, to share class setups and through to the seeding of new share classes.

Client Fees , which encompasses all client fee related tasks from the review of client fee agreements through to the calculation and collection of client fees on a monthly basis.

The responsibilities of the successful candidate will primarily focus on the Client Events pillar, with potential exposure to tasks associated with the Client Fees pillar.

We will count on you to : Share Class Process

we currently have 1000+ active share classes on our sub-funds and see new requests on a daily basis. We expect the successful candidate to assist with this process and be responsible for determining suitable share classes for investors and the set-up of new share classes in a timely manner. SLA’s and KPI’s for the share class process to be met. Reporting

the team distributes a suite of reports to the business on a monthly / quarterly / ad-hoc basis, the successful candidate will assist the team in coordinating and inputting all relevant data so that reports are distributed in a timely manner. SLA’s for Reporting to be met. System Set-ups

responsible for the inputting of client data on the relevant business systems such as Charles River, Eagle, Reitigh, Smartsheet, Alteryx etc. SLA’s for System Set-ups to be met. Client Events

assist the team in preparing for client events, tasks may include preparation of dealing forms, transition cost analysis, review of client documentation etc. Client Fee Invoicing

assist the Client Fees pillar with fee calculations for our invoiced client fees. Adopt a “right first time” approach to your work. Work in partnership with our internal and external teams to ensure assigned tasks are completed effectively with a strong focus on accuracy, efficiency and professionalism at all times. Assist with processes whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results. Consistently prioritize work. Identify issues and ensure all issues are communicated and escalated appropriately to the Client Events Lead. Attend daily team conference calls along with other weekly / ad-hoc calls to allow for effective communication and escalation of matters when required. Identify areas for training and development and be pro-active in finding ways to achieve development plans.

What you need to have : A relevant professional qualification with 2-3 years’ experience in dealing with Fund Custodians / Transfer Agents / Administrators. Prior experience in fund and / or share class launches would be beneficial. Professional and enthusiastic approach to work. Strong organizational skills. Accuracy and attention to detail key requirements. Excellent interpersonal skills to communicate with internal and external stakeholders at all levels. Technical knowledge of fund structures, parties to the fund and the differing fund types. Understanding of operational and reputational risks involved in a fund and new client launch, and the operational control environment required to manage such risks. Highly driven and disciplined. Ability to work effectively within a small, fast growing team and assist in the leading, managing and development of that team. Fluent English essential. Strong IT skills (PowerPoint, Excel, Word).

What will make you stand out : Self-starter with energy, proactivity and desire to see things done efficiently. Prior experience in fund and / or share class launches. Accuracy & attention to detail key requirements. Ability to consistently prioritize work. Solutions driven – ability to see the bigger picture and be proactive in identifying areas for service enhancement. Strong proficiency in Excel with experience using daily in previous roles.

Why join our team : 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.

Mercer, a business of Marsh McLennan (NYSE : MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan 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 mercer.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