Lead Specialist – Investments

1 week ago

Mumbai, Maharashtra, India Marsh McLennan Full time
Lead Specialist – InvestmentsFund Regulatory & Taxation

Mercer is seeking a candidate for the following position based in our Mumbai office:

What you can expect:

The Fund Reporting team which sits within the Fund Operations Team is responsible for oversight of all regulatory reporting, fund expenses & tax obligations of the Mercer Fund range.

This includes management of key service providers for these areas.

Oversight of new tax regulatory impacts to our business is essential and requires the team to work closely with Mercer's Legal and Compliance department.

This role will primarily be focused on the regulatory reporting and fund expenses aspects of the business.

The role will be multi-faceted and fluid, requiring an individual that has a diverse background across Funds/Asset Management preferably with regulatory experience.

The core experience and skills will be a mix of regulatory knowledge, fund operations and project management.

The successful candidate will be able to manage the successful delivery of routine, defined BAU tasks as well as use their own initiative to navigate new regulation and requirements to drive solutions development for the team.


We will count on you to:


Provide day to day BAU support to regulatory/ /fund expense invoicing ensuring BAU reporting deadlines are met as well as support on key team projects.

Types of regulation in scope include but not limited to, MiFID II (Costs & Charges Disclosure obligations), AIFMD, MMFR, UCITS KIIDs, PRIIP KIDs.

Collaborate with the wider business to understand and learn the business model, our products and develop regulatory expertise to become SME.Support the monitoring of regulatory and market developments that affect our funds, assist with assessment of the operational impact of such new regulations and determination of appropriate solution requirements.

Support the onboarding of new regulatory reporting service providers as well as ongoing oversight of same.
Support first line risk and control for Fund Regulatory Reporting activities.
Provide support to the team for all EMIR & SFTR oversight obligations of Mercer.

Ensure oversight of all Sub Investment Manager reporting under these regulations is in place to guarantee reporting is complete, timely and accurate in line with ESMA and CBI requirements.

Provide feedback on enhancements to oversight model where required.
Ensure supporting procedures are accurate and kept up to date.
Develop and drive process improvement initiatives to improve quality and efficiency including the use of AI technology.
Assist in training junior team members where required.

What you need to have:


Funds or Asset Management experience within a leading Administrator and/or Fund Manager (minimum 3 years' experience)in regulatory reporting/compliance/oversight of fund expenses and or fund tax desirable but not essential.academic background in Accounting/Finance/Economics or related field essential.qualification an advantage.knowledge of European Investment Products, UCITS, AIFs and Fund regulatory requirements desirable but not MiFID II Costs & Charges requirements (Ex-Post & Ex-Ante), European Market Infrastructure Regulation (EMIR), Securities Financing Transaction Regulation (SFTR), Money Market Fund Regulation (MMFR) would be an advantage.

Preferably also having experience of AIFMD reporting, Investor Money Requirements (IMR), and exposure to SFDR regulationcommunication and presentation skills.tenacity and resilience.

Highly motivated, driven and detail with the ability to prioritize and navigate multiple work under own initiative & under pressure to meet solution focus with prior complex data project experience desirable but not essential.collaboration within an organization to achieve shared vision.

Seeks out cross business collaboration opportunities.

What makes you stand out:
Ability to work as part of a team.
Excellent verbal and written English and communication skillsAbility to absorb new information quickly.

Managing Relationships:
Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills

Planning and Organizing:
Is able to prioritize workload effectively in order to support the team.
Ability to own drive and deliver own work.

Prior Experience:


4+ years of technical work experience in Funds/Asset Management Sector with understanding of the fund management industryEducation/ Qualification: Candidates having MBA/CFA/FRM will be preferred.


MERCERMercer 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 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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