Director - Investments
5 days ago
Job Description - Work as an extension of the UK/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. - Project management, work allocation, real-time capacity management, peer review, process training and development of team members - Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects. - Liaison with stakeholders to build relationship for service delivery management. - Play anchor role for all strategic projects and provide directions to the team. - Prepare and manage KPIs and handle escalations. - Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives. - Driving Process Improvement Initiatives and delivering results in line with Business Priorities - Demonstrate subject matter expertise in leading the ODD vertical - Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database - Ensuring storage and organizing data on a central database What you need to have: - A Masters 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 - 12+ Years of experience with operational due diligence 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
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