Senior Manager – Investment (OCIO – Client Management)

We are seeking a highly skilled and motivated Senior Manager to join our Investments team at Mercer, a Marsh business. This role will be based in Mumbai.This is a hybrid role that has a requirement of working at least three days a week in the office.

Senior Manager Investment

(OCIO Client Management)

This role offers the opportunity to manage and support a talented team while delivering exceptional client service within our Investment Solutions (OCIO) client management function.

We will count on you to:

• Manage, mentor and work with an experienced team, ensuring productivity, goal achievement, and effective resolution of complex issues.
• Serve as escalation point for the team managing Investment Only clients, including review and quality assurance of monthly and quarterly investment reports.
• Develop deep expertise in Mercers delegated fund structures and investment solutions to effectively communicate and advise both colleagues and clients.
• Respond competently to client queries, including operational matters, with a strong client-centric approach.
• Translate central global investment materials into clear, client-friendly content for meetings and presentations.
• Analyze research papers (e.g., ESG topics), distill key insights, and create concise, impactful slide decks.
• Review and manipulate investment data and outputs, providing insightful commentary and identifying key performance drivers or detractors.
• Monitor project and delivery timelines rigorously to ensure all deadlines are met.
• Contribute to the continuous improvement of Mercers client service delivery across the Investment Solutions client base, ensuring a scalable, first-class customer experience.
• Support Mercer consultants and colleagues with performance analysis, strategic asset allocation advice, economic commentary, and presentation development.
• Collaborate closely with operational, portfolio management, and consulting teams across Mercer, managing diverse projects as they arise.
• Train and develop junior team members involved in client management and centralized content functions.
• Drive the enhancement of Mercers centralized content framework by supervising and actively participating in the creation of materials for both clients and internal stakeholders.

What Were Looking For:

• 10 +years of relevant work experience in investment or related domains.Energetic, proactive, and efficiency-driven professional with a strong desire to deliver results.
• Degree from a top-tier college and/or a masters in finance; CFA qualification is preferred.
• Proven experience managing a team of 10 to 15 members is desirable.
• Exceptional verbal and written communication skills, with the ability to simplify complex investment concepts clearly and coherently.
• Meticulous attention to detail and strong organizational skills.
• Proven project management capabilities with the ability to prioritize and manage multiple tasks effectively.
• Experience in relationship management or consulting is highly desirable.
• Solid knowledge of investment markets across a broad range of asset classes.
• Proficient in Microsoft PowerPoint, Excel, and Word.

What Will Make You Stand Out:

• Strong team player with excellent interpersonal skills.
• Ability to quickly absorb and apply new information.
• Demonstrated ability to build and maintain relationships across diverse teams and divisions.
• Effective communicator with excellent command of English, both written and spoken.
• Strong planning and organizational skills, with the ability to prioritize workload to support team objectives.
• Self-motivated with a proven track record of owning, driving, and delivering work independently.

Why join our team:

• Your contributions will impact strategic decision-making and business performance.
• 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 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