Operational Due Diligence Specialist

2 days ago


Mumbai, Maharashtra, India Marsh McLennan Full time

Mercer is seeking a talented professional to join their team as an Operational Due Diligence Specialist in the Mumbai/Pune location.

As a key member of the ODD specialist and client consultants team, you will work closely with the US-based team to conduct operational due diligence risk assessments of investment managers using Mercer Sentinel's framework incorporating house views as appropriate.

To be successful in this role, you will require a strong understanding of investment manager middle and back office operations, fund administration, portfolio accounting, custody, regulatory compliance, and other relevant industry experience.

You will maintain 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.

Liaising with investment managers to collate information, coordinate on-site visits and schedules will be a crucial aspect of this role.

In addition, you will 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.

Supporting 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 will also be a key responsibility.

Furthermore, you will challenge and improve operational processes for Mercer's ODD framework, contribute to Mercer Sentinel's intellectual capital through market research and process innovation, and contribute towards Mercer Sentinel's other products, including but not limited to surveys and operational reviews.

You will also 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.

This is a challenging yet rewarding role that requires a bachelor's degree in economics, finance, or other business-related areas, with a high level of written content, and two years plus of experience in a similar operational due diligence role preferred.

The estimated salary range for this position is ₹25,00,000 - ₹35,00,000 per annum, depending on your qualifications and experience.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.

The company offers a comprehensive benefits package, including medical insurance, personal accident insurance, group term life insurance, holidays, shared transport, and flexible working arrangements.



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