📍 Role Overview
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Location: Gurugram (hybrid, ~3 days/week in-office)
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Business Area: Mercer Investments—global investment consulting and fiduciary management
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Primary Function: Lead the Manager Research team, covering investment strategy, manager due diligence, and research support for Delegated Solutions
🔍 Key Responsibilities
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Manager Research Leadership
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Oversee and guide traditional and alternative asset class due diligence
-
Produce fund commentaries, research notes, and contribute to manager-selection decisions
-
-
Team & Project Management
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Manage end-to-end project delivery and capacity planning
-
Supervise report prep for both clients and senior management
-
Mentor and upskill the research team, ensuring compliance with firm protocols
-
-
Operational Due Diligence (ODD)
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In conjunction with global teams, assess operational risks in manager middle/back-office functions across asset classes (e.g., custody, fund admin, compliance)
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Write pre-visit notes, conduct virtual/on-site visits, and draft follow-up reports
-
-
Process Enhancement & Intellectual Capital
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Lead initiative to refine ODD frameworks and research methodologies
-
Contribute to Mercer Sentinel tools/products and maintain the research database
-
-
Client & Stakeholder Interaction
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Liaise with investment managers for data collection and coordination of due diligence activities
-
Support business development efforts and client communication
-
🎓 Required Experience & Qualifications
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Experience: 12–15+ years in global markets; strong exposure to multi-asset and alternative investments
-
Education: Bachelor's (Engineering/Finance preferred); MBA or master’s in finance advantageous
-
Certifications: CFA charter preferred
-
Skills: Robust research and analytical capability; strong communication, stakeholder management, and people leadership
🌟 What Sets This Role Apart
-
A high-impact, leadership role combining strategic manager research with hands-on operational due diligence
-
Close collaboration with global ODD teams (UK/US)
-
Opportunity to influence Mercer’s manager selection processes and refine firm-wide research frameworks
-
In-office presence fosters teamwork and alignment across functions
✅ Why It’s a Strong Opportunity
-
Mercer Investments offers comprehensive investment consulting and delegated management solutions
-
This director role presents a blend of technical leadership, team management, and strategic development within a global context
If you’re experienced in manager research, operational due diligence, and leading investment teams in a hybrid, global firm environment, this role is a strong match.
📍 Role Overview
-
Location: Gurugram (hybrid, ~3 days/week in-office)
-
Business Area: Mercer Investments—global investment consulting and fiduciary management
-
Primary Function: Lead the Manager Research team, covering investment strategy, manager due diligence, and research support for Delegated Solutions
🔍 Key Responsibilities
-
Manager Research Leadership
-
Oversee and guide traditional and alternative asset class due diligence
-
Produce fund commentaries, research notes, and contribute to manager-selection decisions
-
-
Team & Project Management
-
Manage end-to-end project delivery and capacity planning
-
Supervise report prep for both clients and senior management
-
Mentor and upskill the research team, ensuring compliance with firm protocols
-
-
Operational Due Diligence (ODD)
-
In conjunction with global teams, assess operational risks in manager middle/back-office functions across asset classes (e.g., custody, fund admin, compliance)
-
Write pre-visit notes, conduct virtual/on-site visits, and draft follow-up reports
-
-
Process Enhancement & Intellectual Capital
-
Lead initiative to refine ODD frameworks and research methodologies
-
Contribute to Mercer Sentinel tools/products and maintain the research database
-
-
Client & Stakeholder Interaction
-
Liaise with investment managers for data collection and coordination of due diligence activities
-
Support business development efforts and client communication
-
🎓 Required Experience & Qualifications
-
Experience: 12–15+ years in global markets; strong exposure to multi-asset and alternative investments
-
Education: Bachelor's (Engineering/Finance preferred); MBA or master’s in finance advantageous
-
Certifications: CFA charter preferred
-
Skills: Robust research and analytical capability; strong communication, stakeholder management, and people leadership
🌟 What Sets This Role Apart
-
A high-impact, leadership role combining strategic manager research with hands-on operational due diligence
-
Close collaboration with global ODD teams (UK/US)
-
Opportunity to influence Mercer’s manager selection processes and refine firm-wide research frameworks
-
In-office presence fosters teamwork and alignment across functions
✅ Why It’s a Strong Opportunity
-
Mercer Investments offers comprehensive investment consulting and delegated management solutions
-
This director role presents a blend of technical leadership, team management, and strategic development within a global context
If you’re experienced in manager research, operational due diligence, and leading investment teams in a hybrid, global firm environment, this role is a strong match.
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