Work as an extension of the UK / US team 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 on-site visits through the preparation of pre-meeting notes, note taking in the meeting and producing high quality draft written reports after the meeting
Challenging and improving operational processes for Mercer s ODD framework
Contribute to Mercer Sentinel s intellectual capital through market research and process innovation
Contribute towards Mercer Sentinel s other products including but not limited to Surveys and Operational Reviews; support onshore team s efforts towards key projects or activities including business development among others.
Update and maintain pertinent tools / database with relevant information including research publications and coordinate with asset managers for requisite data and for scheduling research calls; prepare and distribute Ratings Committee (RC) minutes from the weekly RC call.
Project management, work allocation, real-time capacity management, peer review, process training and development of team members
Lead and manage end-to-end operations and ensure the seamless delivery of reports / projects.
Liaison with stakeholders to build relationship for service delivery management.
Play anchor role for all strategic projects and provide directions to the team.
Prepare and manage KPIs and handle escalations.
Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives.
Driving Process Improvement Initiatives and delivering results in line with Business Priorities
Demonstrate subject matter expertise in leading the ODD vertical
Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database
Ensuring storage and organizing data on a central database
What you need to have :
A Masters degree in economics, finance or other business-related areas with a high level of written content
Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent) - preferential requisite
12+ Years of experience with operational due diligence investment management, operations, fund management or investment consulting
Previous experience in operational risk analysis, fund administration, and or financial / portfolio accounting would be beneficial
Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint)
Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date
Works well under pressure, with the ability to prioritise and manage multiple tasks, stakeholders and deliverables simultaneously; candidate may be expected to attend calls with US based asset managers couple days in a week; responsibilities may stretch to taking calls with asset managers in other geographies including Pacific, UK, Europe, Middle East and Asia depending on the business requirements.
Excellent organisational and time management skills
Openly shares information and own expertise with colleagues
Possess excellent team working skills in a global / remote working environment
Skills Required
Excel, Aca, Acca, Cfa
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Director Investment • Gurgaon / Gurugram
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