Senior Manager – Investments; Operational Due Diligence

Position: Senior Manager – Investments (Operational Due Diligence)
We are seeking a talented individual to join our Investments team s 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)

Marsh Wealth Investments h 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 “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.

What you need to have:
A bachelor's 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
7+ 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…