Investment Expert

This is a key role within our investment team that requires a high degree of autonomy and expertise. The successful candidate will be responsible for leading day-to-day operations, liaising with external stakeholders, and driving process improvements.

• Provide support to the Mumbai team, acting as their lead specialist in daily tasks and responsibilities.
• Liaise with fund administrators, investment managers, and auditors to ensure seamless communication and coordination.
• Develop and implement process improvements to enhance quality and efficiency across the team.
• Play a critical role in a new team setup, working closely with colleagues from other locations to achieve shared goals.
• Review financial statements and fund reports to ensure accuracy and compliance.
• Execute investor capital calls and distributions, ensuring timely and accurate processing.
• Support the audit of funds, providing necessary documentation and information.
• Utilize knowledge of fund structures and portfolio solutions to provide expert guidance to the Mumbai team on query resolution and task delivery.
• Implement strong risk management practices, focusing on building controlled processes and an oversight model that is proactive and robust.
• Maintain up-to-date supporting procedures and provide training for team members, ensuring they have the necessary skills and knowledge to perform their duties effectively.
• Research Investment Regulations and Fund Structures, interpreting key points relevant to the Mercer business and summarizing them in a clear and concise manner for training purposes.
• Cover work items for team members during periods of absence, ensuring continuity and minimal disruption.
• Challenge and encourage the team to continuously evaluate and improve existing processes, ensuring value addition and eliminating inefficiencies.
• Lead all reporting, including regulatory and expense reporting, regulator filings, and oversight responsibilities, ensuring compliance deadlines and internal SLAs are met 100%.
• Conduct thorough scrutiny and reconciliation of service provider calculations as part of oversight processes to identify issues and errors.
• Support the NAV monitoring process for the Dublin team.
• Identify and address exceptions related to cash breaks, position breaks, pricing, trade settlements, etc.
• Assist in the Financial Statement audit process.
• Monitor delivery timelines and ensure deadlines are met.
• Oversee team responsibilities in line with agreed SLAs and KPIs.
• Support the advancement of our Operating Model as we adapt to the needs of new client types.

• A minimum of 6 years' experience in Funds or Asset Management, preferably within a leading Asset Manager or Administrator, with a solid 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 a desire to drive efficiency through a 'right first time' approach.
• Results-focused with a high degree of attention to detail.
• A strong academic background in Accounting/Finance/Economics or a related field is essential.
• Excellent verbal and written communication skills, with the ability to convey complex issues simply and coherently.
• Strong IT skills, including proficiency in PowerPoint, Excel, and Word, as well as a strong aptitude for learning and adapting to new technologies.
• Strong project management skills are desirable.

• Exceptional verbal and written English communication skills.
• The ability to quickly absorb new information.
• Effective relationship-building skills, demonstrated through ability to build relationships with colleagues from diverse divisions.
• Strong planning and organizing skills, enabling prioritization of workload to support the team.
• The ability to drive and deliver own work effectively.

• We foster a culture of continuous growth and development, offering opportunities for professional growth and interesting work.
• We create a vibrant and inclusive environment where talented colleagues collaborate to develop innovative solutions and drive impact for clients, colleagues, and communities.
• Our global scale enables us to offer a range of career opportunities, along with benefits and rewards designed to enhance your overall well-being.