Lead Specialist

1 week ago

Mumbai, Maharashtra, India Marsh McLennan Full time
Lead Specialist - Investments ( Client Operations)

What can you expect?
An exciting opportunity to join one of Mercer's largest and most rapidly-growing business areas – Investment Solutions.

As part of our Investment Solutions International Client Operations Team, the successful candidate will play a key role in coordinating and executing Client Events.


Client Events , which encompasses the co-ordination and execution of client events from an operational perspective, including the on-boarding of new client monies into the Mercer fund range and the restructure of existing client portfolios.


This team is also responsible for the end to end Share Class Process , from identifying sub-fund share class requirements & supplement up-dates, to share class setups and through to the seeding of new share classes.


This role will be multi-faceted and fluid, requiring an individual that has a diverse background across Funds & Asset Management.

The core experience and skills will be a mix of fund operations, middle office services, business development, relationship & stakeholder management and leadership skills.


We will count on you to:

Share Class Process – we currently have 760+ active share classes on our sub-funds and see new requests on a daily basis.

The successful candidate will take ownership of the process and be responsible for the set-up of all new share classes in a timely manner as well as managing stakeholder expectations throughout.

Reporting – the team distributes a suite of Investment/Client reports to the business on a monthly/quarterly/ad-hoc basis, the successful candidate will assist the team in coordinating and inputting all relevant data so that reports are distributed in a timely manner.

Set-ups – responsible for the inputting of client data on the relevant business systems such as Charles River (our trade execution system) and Eagle (our data system).

Events – assist the team with the co-ordination and implementation of client events for example name change, entity change, onboarding, liquidation, disinvestment, asset class addition, region wise set up etc.

Work in partnership with our internal and external teams to ensure assigned tasks like Investment Advisory, Share Class determination, Swing Price calculation etc.

are completed effectively with a strong focus on accuracy, efficiency, and professionalism always.

Take ownership of team processes whilst always being conscious of the risk of error and ensuring that we have appropriate controls and checks in place to achieve consistently excellent results.

Consistently prioritize work.
Identifying issues but also offering and putting forward ideas and solutions.
Ensuring all issues are communicated and escalated appropriately to the Client Events Lead.

Attend daily team conference calls along with other weekly/ad-hoc calls to allow for effective communication and escalation of matters when required.

Identify areas for training and development and be pro-active in finding ways to achieve development plans.
Provide support to the Client Events Lead as required on operational change, risk management and overall operational planning.

What you need to have:
A relevant professional qualification with 9-10+ years' experience in dealing with Fund Custodians/Transfer Agents/Administrators.
Experience in coordinating/implementing client transitions would be beneficial.
Professional and enthusiastic approach to work.
Strong organizational and project management skills.
Accuracy and attention to detail key requirements.
Excellent interpersonal skills to communicate with internal and external clients at all levels.
Technical knowledge of fund structures, parties to the fund and the differing fund types.

Understanding of operational and reputational risks involved in a fund and new client launch, and the operational control environment required to manage such risks.

Highly driven and disciplined.

Ability to work effectively within a small, fast growing team and assist in the leading, managing and development of that team.

Fluent English essential.
Strong skills in Power Point, Excel, Word

What makes you stand out
Self-starter with energy, proactivity and desire to see things done efficiently.
Prior experience in coordinating/implementing client transitions.
Accuracy & attention to detail key requirements.
Ability to consistently prioritize work.
Solutions driven – ability to see the bigger picture and be proactive in identifying areas for service enhancement.
Strong proficiency in Excel with experience using daily in previous roles.


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 Mc Lennan (

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 Mc Lennan helps clients navigate an increasingly dynamic and complex environment.

For more information, visit
Follow Mercer on Linked In and Twitter.

Marsh Mc Lennan 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 Mc Lennan 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 Mc Lennan 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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