Investment Solutions Specialist

1 month ago


Mumbai, Maharashtra, India Mercer Full time
Job Title: Lead Specialist - Investments (OCIO)

Mercer is seeking a highly skilled candidate to join our team as a Lead Specialist - Investments (OCIO) based in our Mumbai office.

Job Summary:

We are looking for a talented professional to oversee the day-to-day operational aspects of Mercer private markets funds. As a member of our Fund Operations Team, you will be responsible for liaising with external stakeholders, developing process improvement initiatives, and reviewing financial statements and fund reports.

Key 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.
  • Contribute to the cash management process of the funds.
  • Manage investor communications via client team.
  • Assist the onboarding team with new investor closings.
  • Support the audit of the funds.
  • Collaborate with internal stakeholders, including investment teams, portfolio management, legal & compliance, and technology.
Requirements:
  • Bachelor's or master's degree in finance, economics, management, mathematics, engineering, or a similar field.
  • CAIA, CFA charterholder or any progress towards it would be preferred.
  • Previous experience working with Python, SQL or equivalent is required.
  • Experience in Big4, or asset management within a leading administrator and/or fund manager (3-5 years' experience) with a basic understanding of core fund operations, including fund accounting, middle office & TA is preferred.
  • Knowledge of private markets asset classes, including Private Equity, Private Debt, Infrastructure, and Real Estate is preferred.
  • Excellent communication and collaboration skills.
  • Ability to work independently and as part of a team.
  • Positive and proactive attitude.
  • Ability to thrive in a dynamic, high-performing team, supporting colleagues while managing your own tasks and projects.
What We Offer:
  • Holidays (As Per the location)
  • Shared Transport (Provided the address falls in service zone)
  • Competitive salary with annual review
  • Discretionary Company Bonus
  • Full healthcare cover
  • Study Support
  • Flexible working arrangements
  • Subsidized canteen

Mercer 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.

Mercer 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 Mercer 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.



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