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Job Title


Senior Manager – Investments (Portfolio Implementation)


Company : Marsh


Location : Gurgaon, Haryana


Created : 2026-01-30


Job Type : Full Time


Job 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 Senior Manager – Investments (Portfolio Implementation)The Portfolio Implementation Associate will have direct responsibility for discretionary client & investment product Implementations Work directly with the investment consulting, operations & portfolio management teams on investment implementation activities. Implementation activities include: investment account establishment, instructing trading, in-kind transactions with Transition Managers, new business pricing requests, data connectivity, operational risk reviews, system administration, and the facilitation of client conference calls & meetings Responsible for providing comprehensive operational support to new discretionary client accounts Support client teams by completing Ad hoc requests of client origin, collecting and compiling portfolio data & information, etc.We will count on you for:Assist with the development and maintenance of detailed project plans for each asset transition Assisting with the legal review process between the client and internal Mercer Legal to ensure that agreements are negotiated timely Work with operational stakeholders to ensure that all client setup requirements are considered and executed timely Work with the Mercer client team to ensure that clients’ legacy investments are transitioned efficiently and accurately from the existing structure to the new investment line-up Ensure that all new client onboarding compliance requirements are met Assist with implementation of trading requirements / improvements with Daily Operations team Assist with all aspects of trading related to new client onboarding events Communicate and document agreed upon asset allocation and trade results Be risk-aware and contribute to culture of continuous improvementWhat you need to have: 8+ years of experience in Portfolio Operations, Fund Accounting and/or Custodial oversight, with progressive increase in responsibilities.Prior investment experience with Defined Contribution Plans, Pensions & Not-For-Profit organizations is a plus Commerce graduate or master’s degree in finance Proficiency in Microsoft Office, especially Excel and Word Strong analytical and organizational skills, clear and effective communication, both written and oral; ability to multi-task. This is a client facing position. Proficiency in Microsoft Office, especially Microsoft Excel General experience with client relationship management systems, databases, and trading systems (Charles River) is advantageous Good communication skills Problem solving skills and attention to detail Ability to work and perform under strict deadlines and quick turnaround projects Exceptional interpersonal, organizational, business communication, and time management skills What makes you stand out? Project management experience is a plus Demonstrated ability to work in an fast paced environment where adherence to procedures and controls is critical Basic understanding of investment management concepts, markets, and operational mechanics of institutional portfolios and investment vehicles Positive attitude & proven ability to work well in a team oriented environment, while maintaining ownership over individual responsibilitiesWhy 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 $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit , 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