Lead Specialist

Mercer is seeking candidate for following position based out our office in Mumbai :

Lead Specialist - Investments (OCIO – Private Markets – Investment Solutions)

What can you expect?

Mercer Alternatives is a global specialist in alternative investments, including private markets. We offer customized and pooled investment solutions and advisory services for institutional investors across various asset classes, including private equity, private debt, infrastructure, real estate, and hedge funds.

As a member of the Fund Operations Team you will be responsible for overseeing the day-to-day operational aspects of Mercer private markets funds.

What is in it for you?

• 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

We will count on you to:

Valuation

• Take on an active role in the year-round valuation process including quarterly valuation and audit
• Role will comprise a) maintenance of portfolio company financial metrics database, b) oversight of valuation and c) NAV to capital statement reconciliation during audit
• Drive efficiency and quality in valuation process

Fund operations

• Liaise with external stakeholders such as fund administrators, investment managers, and auditors.
• Review financial statements and fund reports.
• 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.

General

• Develop and drive process improvement initiatives to enhance quality and efficiency.
• Play an important role in a new team, working closely with colleagues in other locations.
• Collaborate with internal stakeholders, including investment teams, portfolio management, legal & compliance, and technology.
• Act as a peer reviewer and mentor for junior colleagues
• Build and maintain new manager relationships; serve as lead relationship manager on investment manager and client relationships as required

What you need to have:

• Bachelor's or master's degree in Finance, Accounting Mathematics, Engineering, or a similar field
• At least CFA Level 1 and willing to progress towards full certification.
• Experience in Big4, or asset management (2-4 years' experience) with a strong understanding of Valuation, Fund Accounting, Financial Principles and Concepts.
• Theoretical knowledge on valuation methodologies typically used to value private market assets (typically PE, Infrastructure and RE)
• Advanced knowledge on Microsoft Office especially Excel with experience into using tables, complex formulas and VBA

What makes you stand out:

• Positive, proactive, team-oriented and result-oriented attitude.
• Excellent verbal and written English and communication skills, French/Italian/German a plus
• Highly structured profile having demonstrated ability to i) communicate efficiently and ii) manage workload
• Knowledge of private markets asset classes, including Private Equity, Private Debt, Infrastructure, and Real Estate is preferred.
• Work experience in the field of valuation

MERCER

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer on LinkedIn and Twitter.

Marsh McLennan 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.

Marsh McLennan 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 Marsh McLennan 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.