Senior Investment Specialist

2 days ago

Delhi, Delhi, India beBeeInvestment Full time US$ 1,20,000 - US$ 1,60,000

Job Title: Investment Operations Specialist

Job Summary:

We are seeking a highly skilled Investment Operations Specialist to join our team. This role will be based in Mumbai and will involve working closely with colleagues in other locations.

Key Responsibilities:
  • Act as lead specialist for the Mumbai team to support their day-to-day responsibilities.
  • Liaise with external stakeholders such as fund administrators, investment managers, and auditors.
  • Develop and drive process improvement initiatives to enhance quality and efficiency.
  • Review financial statements and fund reports.
  • Execute investor capital calls and distributions.
  • Support the audit of the funds.
  • Knowledge of fund structures and portfolio solutions to support Mumbai team members' day-to-day queries and tasks.
  • Have a strong risk focus with emphasis on building controlled processes and an oversight model that is proactive and robust.
  • Ensure accurate and up-to-date maintenance of supporting procedures and be responsible for onboarding and refresher training for team members.
  • Be able to research investment regulations and fund structures, interpret key points as they apply to the Mercer business, and summarize in a clear and concise manner to aid training and development of the team.
  • Be able to cover work items for team members during times of absence.
Requirements:
  • Funds or Asset Management experience within a leading Asset Manager or Administrator (minimum 6 years' experience) with an understanding of core Fund Operations, including Fund Accounting, Middle Office, and Transfer Agency.
  • Practical experience and knowledge of various asset classes, including securities, loans, derivatives, and pooled funds.
  • Experience in Private Markets / Private Equity Fund accounting.
  • Proactivity and desire to see things done efficiently via a 'right first time' approach.
  • Results-focused with a high degree of attention to detail.
  • Strong academic background in Accounting/Finance/Economics or related field essential.
  • Excellent verbal and written communication skills; the ability to communicate complex issues in a simple and coherent manner.
  • Strong IT skills (PowerPoint, Excel, Word) & strong aptitude for learning and adapting to new technologies.
  • Strong project management skills desirable.
What We Offer:
  • A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
  • A range of career opportunities, as well as benefits and rewards to enhance your well-being.
About Us:

We help clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. With annual revenue of $24 billion and more than 90,000 colleagues, we help build confidence to thrive through the power of perspective.

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