Senior Manager – Investments (Portfolio Implementation)

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 officeSenior Manager – Investments (Portfolio Implementation) The Portfolio Implementation Associate will have direct responsibility for discretionary client investment product ImplementationsWork 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, and the facilitation of client conference calls meetingsResponsible for providing comprehensive operational support to new discretionary client accountsSupport 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 transitionAssisting with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timelyWork with operational stakeholders to ensure that all client setup requirements are considered and executed timelyWork 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-upEnsure that all new client onboarding compliance requirements are metAssist with implementation of trading requirements / improvements with Daily Operations teamAssist with all aspects of trading related to new client onboarding eventsCommunicate and document agreed upon asset allocation and trade resultsBe risk-aware and contribute to culture of continuous improvementWhat 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 plusCommerce graduate or master’s degree in financeProficiency in Microsoft Office, especially Excel and WordStrong 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 ExcelGeneral experience with client relationship management systems, databases, and trading systems (Charles River) is advantageousGood communication skillsProblem solving skills and attention to detailAbility to work and perform under strict deadlines and quick turnaround projectsExceptional interpersonal, organizational, business communication, and time management skillsWhat makes you stand out?Project management experience is a plusDemonstrated ability to work in an fast paced environment where adherence to procedures and controls is criticalBasic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehiclesPositive attitude proven ability to work well in a team oriented environment, while maintaining ownership over individual responsibilitiesWhy 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 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 $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , 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 regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity 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.

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