Lead Specialist - Investments

Company:

Mercer

Description:

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.

Investments (Trading Operations)

This role is an individual contributor who will be a part of Mercer’s Investment management Back-office team, and whose work has a direct impact on the team’s successful outcomes.

Directly participate and assist in the daily cash raising (trading) activities of the team, using a combination of technology and industry knowledge.

Prepare and assist in the creation of various invoices as required.

Preparing ad hoc reporting and reconciliations required by clients and other external parties.

Monitoring and maintaining some or all daily data loads and reconciliation into trading and reporting systems accurately.

We will count on you to:

• Maintaining a detailed understanding of all trade requirements including settlement durations and pre-trade notification periods.
• Analyze and initiate trades into the trading system including rebalance plan accounts as well as raising cash from custodians.
• Participate on monthly/weekly conference calls (daily during project launches) to determine the status of any open issues with transfer agents (responsible for maintaining the client account records) and custodians and administrators (secure the assets of the products).
• Provide oversight of daily position and transaction data feeds received into Mercer’s trading system and proprietary de-risking system.
• Responsible for daily morning processes, i.e. validate system pricing and holdings data, monitor plan funded status measurements and resolve day-over-day outlier activity.
• Prepare/review trade instruction letters for third-party products and client custodians.
• Coordinate month-end plan reconciliation workflows; Execute the collection and aggregation of monthly pension statements.
• Be able to reconcile large sets of data and understand reconciliation concepts.
• Responsible for driving Process Improvements
• Manage relationship with onshore
• Business Process Owners and senior management
• Ensuring exceptional client experience
• Ensuring compliance with all internal and client policies
• Providing timely updates to leaders and other stakeholders
• Training and coaching new hires in the team on automation tools

What You Need To Have:

• 4 years of experience in client trading, investment allocation monitoring or similar role.
• Graduate (B.com, BBA or equivalent )
• Master’s Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred
• Understanding of the concepts and derivation of the Net Asset Value calculation for a wide range of investment vehicles.
• Demonstrated ability to work in an environment where adherence to procedures and controls is critical.
• Excellent interpersonal communication skills both internally and externally.
• Proficiency in Microsoft Office, especially Microsoft Excel.

What makes you stand out :

• Previous experience with Charles River Investment Management System.
• Familiarity with Defined Benefit Pension Plans and Defined Contribution Plans.
• Proven ability to work well in a team-oriented environment, while maintaining ownership over individual responsibilities.
• Strong problem solving, analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task.

Why Join Our Team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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 more than 20,000 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 more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenterand Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedInand X.

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.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, 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.