Specialist – Investments

2 days ago

Mumbai Metropolitan Region, India Marsh McLennan Full time

M We are seeking a talented individual to join our investment 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


Designated Person for Investment Management



The Investment Specialist on the Designated Person for Investment Management’s team is an integral part of the team responsible for investment management oversight of the MGIM funds.

The Board has assigned day-to-day responsibility for the oversight of the investment management function to the Designated Person for Investment Management. The Investment Specialist shall report into the Designated Person for Investment Management who in turns reports into the CEO of Mercer’s management company, Mercer Global Investment Management (“MGIM”) in addition to a functional reporting line within Mercer Investment Solutions.


We will count on you to:


  • Support the Designated Person for Investment Management in overseeing the MGIM funds. This includes:
  • Reporting to the Board on at least a quarterly basis and escalating any matters that require their attention as soon as possible.
  • Develop a deep and thorough investment understanding of the funds.
  • Review the investment strategies of the funds including appointment of underlying investment managers.
  • Contribute to and review the sustainable investment policies of the funds. Liaise closely with the wider team.
  • Prepare and present materials for governance committees including the MGIM Board
  • Build, develop and maintain strong working relationships with the other designated persons (and their teams), the MGIE portfolio management team and the wider business (fund management, portfolio intelligence, legal & compliance, operations and finance).
  • Ensure suitable reporting flows and communication to facilitate efficient oversight programme for the investment management function
  • An ability to draft and review documentation required to liaise with the regulator in relation to the investment management of the funds in a timely manner.
  • Maintain, update, enhance and document investment management processes and procedures.
  • Build a strong understanding of the Security Lending Programme and keep up to speed with changes in the industry.
  • Contribute to MGIM’s annual objectives and work on business projects within the team.


What you need to have:


  • Strong analytical skills to review and analyse information critically to identify and articulate the issues on hand, and propose solutions where relevant.
  • Naturally curious and a problem-solver; with a-get-involved attitude.
  • Effective communication and presentation skills.
  • Organized with a strong attention to detail and the ability to meet tight deadlines.
  • Highly motivated, driven and focused.
  • Ability to work flexibly, independently and as part of a team.
  • Experience working in an investment manager/ fund manager/ investment consultancy or related background
  • Excellent analytical and investment skills
  • Understanding of ESG Investing and SFDR Funds in Europe




What makes you stand out?


  • Passionate about a career in investments/fund management.
  • Understanding of the investment strategy and risks in a fund
  • Knowledge of UCITS, AIFs and Fund regulatory requirements an advantage, but not a requirement.
  • CFA/FRM certified



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 believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter.


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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