Manager – Investments (Operational Due Diligence)

Marsh; Haryana; Hybrid; INR 2,500,000 - 5,000,000; Full time

Job summary

Mercer Wealth, a Marsh business, seeks a Manager – Investments (Operational Due Diligence) based in Gurgaon with hybrid work arrangement (in-office at least three days a week). The role supports the Operational Risk Survey process across multiple geographies, coordinating questionnaires, tracking responses and preparing reporting for onshore review.

The ideal candidate has a degree in economics/finance and 4+ years in risk-related roles, with strong MS Office skills and a willingness to learn.

Qualifications

• Bachelor's degree in economics, finance or related field.

Responsibilities

• Support Operational Risk Surveys across US, UK, Singapore, and Australia.
• Own and manage the Operational Risk Survey product end-to-end.
• Administer due diligence questionnaires to investment managers and ensure timely completion.
• Review survey responses and supporting documentation, flag gaps, and report findings to onshore teams.
• Maintain knowledge of operational risk frameworks across asset classes including equities, fixed income, hedge funds, private equity, real estate and infrastructure.
• Collaborate with onshore teams and global colleagues to deliver client deliverables.

Skills

Ownership

Time management

Stakeholder communication

Team collaboration

Attention to detail

Education

Bachelor's degree in economics/finance

Professional qualification (Actuarial/ACA/ACCA/CFA) preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

We are seeking a talented individual to join our Investments team at Mercer, a Marsh Business. 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.

Manager – Investments (Operational Due Diligence)

Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients.

This role will be based in India and will work as an extension of the UK and US onshore teams, providing analytical and operational support to Mercer Sentinel’s Operational Risk Survey process. The role will have primary responsibility for managing the survey process end-to-end, including ownership of the question set, coordinating survey distribution, tracking and chasing responses, maintaining survey databases, and preparing reporting for onshore review.

The position will also support broader operational risk activities as required, including data validation, report preparation, maintenance of knowledge on operational risk frameworks, and production of supporting materials for the onshore team. The role will be highly data-driven and analytical, while remaining appropriate for someone earlier in their career with strong attention to detail and a willingness to learn.

We will count on you to:

• Work as an extension of the UK and US onshore teams to support Operational Risk Surveys across key locations including the US, UK, Singapore, and Australia.
• Own and manage the Operational Risk Survey product, including:
• maintaining and reviewing the survey question set,
• coordinating survey rollouts,
• issuing questionnaires,
• tracking responses and following up with respondents,
• maintaining the survey database,
• preparing output and reporting for onshore review.
• Administer due diligence questionnaires to investment managers and ensure timely completion.
• Review survey responses and supporting documentation, flagging gaps, inconsistencies, or areas requiring follow-up.
• Prepare risk assessment materials and reporting outputs to support client delivery and onshore team review.
• Maintain working knowledge of operational risk frameworks across the Mercer universe of asset classes, including equities, fixed income, hedge funds, private equity, private debt, real estate, and infrastructure.
• Support broader operational risk assessment processes and other related team activities as required.
• Support the development and improvement of operational processes within Mercer’s ODD framework.
• Contribute to Mercer Sentinel’s intellectual capital through research, data analysis, and process enhancement.
• Provide additional support with data checks, dataset oversight, and production of various team materials as needed.

What you need to have:

• A bachelor's degree in economics, finance or other business-related areas with a high level of written content
• A professional qualification (Actuarial, ACA, ACCA, CFA or equivalent) would be preferred though not a requirement.
• 4+ Years of experience preferably in a risk-related role such as risk assessment, compliance, investment risk or investment consulting.
• Previous experience in operational risk analysis, fund administration, and or financial / portfolio accounting would be beneficial
• Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint)
• Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date
• Works well under pressure, with the ability to prioritise and manage multiple tasks, stakeholders and deliverables simultaneously; candidate may be expected to attend calls with US based asset managers couple of days in a week; responsibilities may stretch to taking calls with asset managers in other geographies including Pacific, UK, Europe, Middle East and Asia depending on the business requirements.
• Excellent organisational and time management skills
• Openly shares information and own expertise with colleagues
• Possess excellent team working skills in a global/remote working environment

What makes you stand out?

• Demonstrates excellent oral and written communication skills
• Self-motivated with an eagerness to learn and a positive work ethic
• Challenges existing practices and conventional thinking
• Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.)

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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 92,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 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 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