Senior Manager – Investments (Portfolio Implementation)

About the job

We are seeking a talented individual to join our Investments team at Mercer. 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 (Portfolio Implementation) The Portfolio Implementation Associate will have direct responsibility for discretionary client investment product implementations. Work directly with the investment consulting, operations portfolio management teams on investment implementation activities. Implementation activities include: - Investment account establishment - Instructing trading - In-kind transactions with Transition Managers - New business pricing requests - Data connectivity - Operational risk reviews - System administration - Facilitation of client conference calls meetings Responsible for providing comprehensive operational support to new discretionary client accounts. Support client teams by completing ad hoc requests of client origin, collecting and compiling portfolio data information, etc. We will count on you for: - Assist with the development and maintenance of detailed project plans for each asset transition - Assisting with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely - Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely - Work with the Mercer client team to ensure that clients’ legacy investments are transitioned efficiently and accurately from the existing structure to the new investment line-up - Ensure that all new client onboarding compliance requirements are met - Assist with implementation of trading requirements / improvements with Daily Operations team - Communicate and document agreed upon asset allocation and trade results - Be risk-aware and contribute to culture of continuous improvement What you need to have: - 8+ years of experience in Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities. - Prior investment experience with Defined Contribution Plans, Pensions Not-For-Profit organizations is a plus - Commerce graduate or master’s degree in finance - Proficiency in Microsoft Office, especially Excel and Word - Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task. This is a client facing position. - Proficiency in Microsoft Office, especially Microsoft Excel - General experience with client relationship management systems, databases, and trading systems (Charles River) is advantageous - Good communication skills - Problem-solving skills and attention to detail - Ability to work and perform under strict deadlines and quick turnaround projects - Exceptional interpersonal, organizational, business communication, and time management skills What makes you stand out? - Project management experience is a plus - Demonstrated ability to work in a fast-paced environment where adherence to procedures and controls is critical - Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles - Positive attitude proven ability to work well in a team-oriented environment, while maintaining ownership over individual responsibilities 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.

Requirements

• Portfolio Operations
• Fund Accounting
• Client Relationship Management

Qualifications

• Commerce graduate or master’s degree in finance

Preferred Technologies

• Portfolio Operations
• Fund Accounting
• Client Relationship Management

About the company

Marsh McLennan 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. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.