Senior Manager - Investments - Record Keeping (8-10 yrs)

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.

Senior Manager Investments (Recordkeeping).

We will count on you to:

- Manage daily client inquires including ensuring payrolls are processed and funded timely.

- Provide operational support and efficiencies to client implementations and client service as needed, including adhering to procedures.

- Review opportunities to improve and make more efficient as possible.

- Research and resolve inquires and issues within the designated Mercer standards.

- Review, create and have peer reviewed, plan documents, plan document amendments, SPDs and SMMs.

- Some MS Office products will be used on a regular basis, including Excel, Word and Power Point.

- Create quarterly client reporting.

- Responsibility for completing daily, monthly, and ad hoc processes in support of overall team.

- Collaborate with internal stakeholders including but not limited to: Client Service and Operations.

- Answer inquiries from internal clients on the status of payrolls.

- Work with Mercer approved vendor(s) on a regular basis.

- Fast paced environment with rapid deadlines relying on stock market business days.

- There will be a strong emphasis with on-the-job training.

- Data input to various systems and requirements documents.

What you need to have:

- Minimum 8+ years experience overall.

- Graduate or masters degree in finance.

- A minimum of two years of experience in 401(k) administration.

- A minimum of five years of experience in 401(k) administration in operations or call center.

- Previous experience with 401(k) record keeping of at least five years.

- Proficiency in Microsoft Office, especially Excel and Word.

- 401(k) compliance experience related to plan document review and analysis, including pre-approved documents and individually designed documents.

- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution.

- Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint).

- Problem solving skills and attention to detail.

- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up to date.

- Strong verbal and written communication and analytical skills.

- Ability to work and perform under strict deadlines and quick turnaround projects.

- Exceptional interpersonal, organizational, business communication, and time management skills.

- Strong working knowledge of MS Office, third party tools Bloomberg, Investment Metrics/, Morning Star, Lipper, etc.

What makes you stand out?

- Adaptable communicator, facilitator, influencer and problem solver.

- High attention to detail.

- Good relationship skills, Proven ability to work on own initiative as well as in a team.

- Ability to multi-task and prioritize time effectively.

- Ability to perform under pressure and strict timelines.

- Familiarity with Defined Contribution Plans.

- Strong organizational skills, clear and effective communication, both written and oral; ability to multi-tas.

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, 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 $23 billion and more than 85,000 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.