Operational Due Diligence Consultant

1 month ago

New York, New York, United States Marsh McLennan Full time

Mercer's Wealth Operational Due Diligence team, Sentinel, is looking for the following position located in the New York or Boston office.

Operational Due Diligence (ODD) Consultant

What can you expect?

  • Mercer Sentinel is a global group of 50 full time staff, focused on consulting to clients on all aspects of investment operations. Our operating hubs are New York, Chicago, Denver, London, Hong Kong, Singapore and Sydney. The Operational Risk Assessments Team consults on investment operations, implementation and governance of investment managers.
  • Due to increasing client demand we are continuing to build a specialist team focused on investment manager operational risk assessments. We would like to employ an operational due diligence consultant who has an understanding of the investment industry and the operational functions of investment organizations. The job holder will work as part of a team of experienced analysts and consultants.

What's in it for you?

  • We are the global leader in the health and benefits. We deliver innovative solutions that address the health and wellness needs of our clients and their employees
  • A company with a strong brand and strong results to match
  • Culture of internal mobility, collaboration and valued partnership with HR from the business
  • Employee Resource Groups which provide connections to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations
  • We are excited to offer the following benefits to all of our colleagues: Health and welfare benefits, , Tuition assistance, 401K and other retirement savings programs, Employee assistance programs – physical, mental and financial
  • Generous Parental Leave and education support policy
  • Robust vacation, personal days, and paid time off to give back to your community

We will count on you to:

  • Perform due diligence on investment organizations to highlight and manage operational risks that may impact clients
  • Write operational risk review reports
  • Work as part of a team participating in managing projects
  • Liaise with investment managers to collate information, coordinate on-site visits and schedules
  • Review documentation provided by investment managers
  • Participate in on-site visits with investment managers
  • 30% travel throughout North America
  • Contribute to manager and/or specialist research projects

What you need to have:

  • A bachelor's degree in mathematics, economics, finance or other business-related areas with strong quantitative and analytical course content or direct relevant experience
  • Experience with investment management, operations, fund management or investment consulting
  • Understanding of investment manager middle and back office operations, fund administration, portfolio accounting, regulatory compliance and other relevant industry experience
  • Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint)
  • Superior communication skills and team collaboration skills
  • Written skills must be advanced
  • Good organizational and time management skills
  • P revious experience in operational risk analysis, fund administration, and or financial / portfolio accounting

What makes you stand out:

  • Openly shares information and own expertise with colleagues
  • Takes ownership for work, always ensuring standards and deadlines are met and team members and clients are informed
  • Possess excellent team working skills in a global fast paced working environment
  • Demonstrates excellent oral and written communication skills

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer on LinkedIn and Twitter.

Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $64,800 to $129,600.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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