▷ [High Salary] Senior Manager - Investments ( Operational Due Diligence)

2 days ago

Delhi, India Marsh McLennan Full time
Mercer is seeking candidates for the following position based in the Mumbai/ Pune :

Senior Manager - Investments ( Operational Due Diligence)

What can you expect?

Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients. We have been dedicated to meeting the needs of clients for more than 30 years.

Due to increasing client demand we are continuing to build a specialist team focused on ODD exercises and consulting projects. We are looking to employ talented colleagues who understand the financial services industry and the operational functions of investment managers.

The job holder will work as part of a team of ODD specialist and client consultants. Through the Mercer structured development program and on-the-job training, the applicant will be supported, coached and developed in their role.

What is in it for you?

- Medical insurance, personal accident insurance, group term life insurance from the day you join us- Holidays (As Per the location)- Shared Transport (Provided the address falls in service zone)

We will count on you to:

- Work as an extension of the US team to conduct operational due diligence risk assessments of investment managers using Mercer Sentinel’s framework incorporating house views as appropriate- Understanding of investment manager middle and back office operations, fund administration, portfolio accounting, custody, regulatory compliance and other relevant industry experience- Maintaining knowledge of operational risk frameworks across the Mercer universe of asset classes, including equity and fixed income, hedge funds, private equity, private debt, real estate and infrastructure- Liaise with investment managers to collate information, coordinate on-site visits and schedules- Review responses and documentation provided by investment managers for the risk assessment and author research notes in advance of the meeting of the onsite team to support the onshore team- Support virtual investment manager “on-site” visits through the preparation of pre-meeting notes, note taking in the meeting and producing high quality draft written reports after the meeting- Challenging and improving operational processes for Mercer’s ODD framework- Contribute to Mercer Sentinel’s intellectual capital through market research and process innovation- Contribute towards Mercer Sentinel’s other products including but not limited to Surveys and Operational Reviews; support onshore team’s efforts towards key projects or activities including business development among others.- Update and maintain pertinent tools/database with relevant information including research publications and coordinate with asset managers for requisite data and for scheduling research calls; prepare and distribute Ratings Committee (RC) minutes from the weekly RC call.

What you need to have:

- A bachelor's degree in economics, finance or other business-related areas with a high level of written content- Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent) – preferential requisite- Two years plus of experience in a similar operational due diligence role preferred- Experience with investment management, operations, fund management or investment consulting- Previous experience in operational risk analysis, fund administration, and or financial / portfolio accounting would be beneficial- Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint)- Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date- Works well under pressure, with the ability to prioritise and manage multiple tasks, stakeholders and deliverables simultaneously; candidate may be expected to attend calls with US based asset managers couple days in a week; responsibilities may stretch to taking calls with asset managers in other geographies including Pacific, UK, Europe, Middle East and Asia depending on the business requirements.- Excellent organisational and time management skills- Openly shares information and own expertise with colleagues- Possess excellent team working skills in a global/remote working environment

What makes you stand out?

- Demonstrates excellent oral and written communication skills- Self-motivated with an eagerness to learn and a positive work ethic- Challenges existing practices and conventional thinking- Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.)

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.

  • Senior Consultant

    6 months ago

    New Delhi, India ERM Full time

    At ERM, sustainability is our business. As the largest pure-play sustainability consultancy, we partner with the world’s leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. Our Mergers & Acquisitions (M&A)...

  • SVP - Customer Due Diligence

    2 days ago

    Delhi, India NAB Full time

    Key Accountabilities:- Ensuring Ongoing Customer Due Diligence reviews are completed within SLAs and established Quality standards- Ensure workforce planning non-negotiables are adhered to- Complete regular 1:1 conversations with the Leads and skip level meetings with team members- Coach and build capability of the leads and team members- Ownership of...

  • Lead Financial Due Diligence Specialist

    2 weeks ago

    Delhi, Delhi, India CA Monk Full time

    Job SummaryWe are seeking a highly skilled Lead Financial Due Diligence Specialist to join our team at CA Monk. As a key member of our financial services group, you will be responsible for leading multiple financial due diligence engagements for private equity and strategic clients.About the RoleThe ideal candidate will have experience in financial due...

  • Senior Process Auditor

    2 days ago

    Delhi, Delhi, India Gallagher Full time

    Senior Process Auditor - Due Diligence ExpertWe are seeking a highly skilled Senior Process Auditor to join our team at Gallagher. This is a challenging and rewarding role that will give you the opportunity to work on complex projects and develop your expertise in due diligence and process auditing.About the Role:You will be responsible for conducting...

  • Financial Due Diligence

    2 days ago

    Delhi, India AKM Global Full time

    Kindly share your resumes on with below details:- Current Location:Current CTC:Expected CTC:Notice Period:Note: We are looking for candidates who can join in 30 days preferablyJob Title: Financial Due Diligence Associate/Sr. AssociateLocation: Gurgaon/HyderabadExperience: 3 to 7 YearsJob Summary: We are seeking a detail-oriented and analytical...

  • Principal Consultant

    6 months ago

    New Delhi, India ERM Full time

    At ERM, sustainability is our business. As the largest pure-play sustainability consultancy, we partner with the world’s leading organisations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. Our Mergers & Acquisitions (M&A)...

  • Financial Due Diligence

    1 month ago

    Delhi, India RSM US LLP Full time

    The RSM USI supports RSM U.S. risk consulting, transaction advisory, technical accounting, financial consulting, technology and management consulting, tax and assurance engagement teams by providing access to highly skilled professionals for repeatable business processes over an extended business day.RSM’s vision is to be the first-choice advisor to middle...

  • Financial Due Diligence Manager

    1 week ago

    Delhi, Delhi, India Warner Scott Recruitment Full time

    Job OverviewWe are seeking a highly skilled Financial Due Diligence Manager to join our client's London-based team at Warner Scott Recruitment.About the RoleThis is an exciting opportunity for an experienced professional to lead financial due diligence projects for buy-side and sell-side transactions, including analysis of financial statements, cash flows,...

  • Senior Investment Manager

    1 month ago

    Delhi, Delhi, India SG Real Estate Trust Full time

    Company OverviewSG Real Estate Trust is a SEBI registered Category II Venture Capital Fund focused on investing in emerging real estate opportunities in various regions. The company is headquartered in New Delhi and comprises seasoned professionals with extensive experience in the real estate sector.Job OverviewAs a Senior Investment Manager at SG Real...

  • ESG Due Diligence Consultant

    3 weeks ago

    Delhi, Delhi, India ERM Full time

    Erm is seeking a motivated professional to support the successful delivery of environmental projects, including ESG due diligence, risk management, and sustainability consulting. The ideal candidate will have a strong background in environmental sciences and engineering, with experience in due diligence, liability assessment, and regulatory reviews.As an ESG...

  • NAB | SVP

    4 days ago

    Delhi, India NAB Full time

    Key Accountabilities:Ensuring Ongoing Customer Due Diligence reviews are completed within SLAs and established Quality standardsEnsure workforce planning non-negotiables are adhered toComplete regular 1:1 conversations with the Leads and skip level meetings with team membersCoach and build capability of the leads and team membersOwnership of ensuring QA...

  • NAB | SVP

    4 days ago

    Delhi, India NAB Full time

    Key Accountabilities:Ensuring Ongoing Customer Due Diligence reviews are completed within SLAs and established Quality standardsEnsure workforce planning non-negotiables are adhered toComplete regular 1:1 conversations with the Leads and skip level meetings with team membersCoach and build capability of the leads and team membersOwnership of ensuring QA...

  • NAB | SVP

    4 days ago

    delhi, India NAB Full time

    Key Accountabilities:Ensuring Ongoing Customer Due Diligence reviews are completed within SLAs and established Quality standardsEnsure workforce planning non-negotiables are adhered toComplete regular 1:1 conversations with the Leads and skip level meetings with team membersCoach and build capability of the leads and team membersOwnership of ensuring QA...

  • ESG Senior Investment Associate

    3 weeks ago

    Delhi, India Acre Aviation Capital Full time

    Company Description:Acre Aviation Capital: Flying Towards a Sustainable FutureAt Acre Aviation Capital, we redefine the landscape of aviation investment through our commitment to impact investing. Specializing in the acquisition and leasing of commercial airplanes to major airlines, we are a dedicated ESG fund focused on driving positive environmental and...

  • Research Associate

    1 day ago

    Delhi, Delhi, India BDO RISE Private Limited Full time

    Job SummaryThis position is within BDO's Investigative Due Diligence practice, which assists clients in conducting research and collecting, assessing and presenting information on companies, individuals and other topics from research of a wide range of public, online and print information resources and research databases. The candidate would be responsible...

  • Investment Associate/Senior Investment Associate

    4 weeks ago

    Delhi, Delhi, India Vena Energy Full time

    Job OverviewVena Energy is seeking a highly skilled Investment Associate/Senior Investment Associate to join their team in India. This role will be responsible for conducting investment due diligence and supporting business development for the Vena Energy group of companies.Responsibilities:Develop and maintain financial models to support investment and...

  • High-Growth Investment Strategist

    12 hours ago

    Delhi, Delhi, India StellarNOVA Ventures Full time

    Job OverviewWe are seeking a highly skilled Senior Investment Associate to join our team at StellarNOVA Ventures. The ideal candidate will have a proven track record in fundraising, deal sourcing, and building strong relationships with high-net-worth individuals, family offices, and institutional investors.About UsStellarNOVA Ventures is an innovative...

  • ▷ High Salary: Investment Banking Associate

    3 weeks ago

    Delhi, India Murphy M&A Advisors Full time

    About Murphy Business and Financial Services (MBFS)MBFS is one of North America’s leading small business and lower-middle market M&A advisory firm based on a franchise model. We have advised in over 5,000 completed M&A deals since 1997. We have 200+ senior professionals working in 135+ offices across 38 states in the US and presence in Canada.Our South...

  • ESG Due Diligence Expert for Strategic Mergers

    2 weeks ago

    Delhi, Delhi, India ERM Full time

    Unlock the potential of our Sustainability M&A practice by joining ERM as an Environmental Consultant in India.About the RoleWe are seeking a highly motivated and experienced professional to support our team in delivering high-quality ESG due diligence services to clients across various industries. As an Environmental Consultant, you will play a critical...

  • Experience Associate

    2 days ago

    Delhi, India BDO RISE Private Limited Full time

    Job SummaryThis position is within BDO’s Investigative Due Diligence practice, which assists clients in conducting research and collecting, assessing and presenting information on companies, individuals and other topics from research of a wide range of public, online and print information resources and research databases. The candidate would be responsible...