Summary
Overview
Work History
Education
Skills
Certification
Timeline
Languages
Awards
Generic

Vineet Thakkar

Manager, Mercer

Summary

Experienced professional with 13 years in market analysis and research, due diligence, regulatory oversight, compliance, risk and control, competitor benchmarking, RFPs, DDQs, team and project management. Understanding of ESG analysis, valuation, Responsible Investment. Cleared CFA Institute Certification in ESG Investing, pursuing CFA Level 3 candidacy. Committed to advanced knowledge and skills.

Overview

13
13
years of professional experience
3
3
Certificates
3
3
Languages

Work History

Manager, Distribution Management & Oversight

Mercer
10.2021 - Current
  • Facilitate Sales and Segment Leads as a center of excellence across distribution focused topics including commercial prioritization and decision making. Support the Sales leads with new Business requirements, Market & commercial intelligence, partnership opportunities, market and segment queries, research, and scoping.
  • Managing UCITS and AIF Fund Registrations process mainly in EU jurisdiction for Ireland domiciled Mercer Funds and distribution compliance including report generation, acting as conduit between the fund registration agent and the business.
  • Prepare market due diligence including new market scoping, and the assessment of licensing registration requirements, permissions, and regulatory approvals.
  • Support the evaluation, management, and oversight of potential and existing Distributors/3rd parties.
  • Track and keep abreast of global regulatory developments including EU's SFDR & Taxonomy regulation, UK's TCFD.
  • Successfully established and manage a team of 4, driving productivity and ensuring efficient delivery and high quality results.

Associate, Corporate and Investment Bank Strategy

Deutsche Bank AG
10.2020 - 10.2021
  • Primary responsibility of the team includes analysis & review of CIB performance vis-à-vis leading Investment Banks, both qualitatively and quantitatively.
  • Monitor competitor's performance during Earnings Release, Investor Presentations & publication of report on adhoc basis.
  • We track IB revenues, Operating margin, VaR, Market volumes. Update the quarterly Competitor Review publication with commentary & analysis based on earnings release.

Senior Analyst

JPMorgan Services India Pvt. Ltd
10.2019 - 09.2020
  • Producing key metrics decks for the Sr Management on regular & adhoc basis containing both financial & operational details.
  • Support the RFP/DDQ writers with the relevant responses that has been addressed in within the RFP document.
  • Liaising/monitoring with Business teams on various first line of defense controls/audit related aspects.

Delivery Lead

Moody's Analytics Knowledge Service
09.2018 - 10.2019
  • Current Project: Working in Fund Marketing Services as a Senior RFP Writer - Suite of services includes supporting US asset manager by writing Request for Proposals (RFP), Due Diligence Questionnaires (DDQ) & providing Investment Commentaries.
  • Key Responsibilities: End to end management of the RFP and Due Diligence Process.
  • Coordinate with the relevant SMEs such as Product Specialists, Portfolio Managers, Compliance, Operations, and other relevant personnel to ensure that all questions and concerns of the client/prospective clients have been addressed within the RFP document.
  • Ensuring the accuracy and appropriateness of information provided and responses drafted.

Senior Associate, Competitor Benchmarking

CRISIL
04.2014 - 05.2018
  • Data mine and scan financial industry information and collect data available on public domain through e-newspapers, journals, Annual report & presentations, on assigned investment bank/product.
  • Undertake research on the financial performance of the clients and estimate their revenues at granular level of their product taxonomy.
  • Analyzing Market trends & Conducting Quarterly/Yearly analysis of revenue, headcount & productivity among Competitor Investment banks.
  • Provide GAP analysis & market commentaries to the clients. Provide insights to investment banks about their strengths and weaknesses with supporting data about market presence and competitors' activities. Create research deliverables – market/ industry summaries, weekly reports & presentations, commentaries, league tables, Transaction Banking & Investment Banking Index.

Analyst

CMC LTD
10.2012 - 05.2013
  • Processing of Analyst research reports. These are recommendations provided for future business performance based on actual stats. These are to be processed as guided by client parameters.

Education

CFA Level 3 Candidate

CFA Institute

B.Com in Financial Markets

Nagindas Khandwala College of Arts And Commerce
Mumbai, India
03-2011

Skills

Market analysis

Certification

BSE Certification for Derivative Market

Timeline

Manager, Distribution Management & Oversight

Mercer
10.2021 - Current

Associate, Corporate and Investment Bank Strategy

Deutsche Bank AG
10.2020 - 10.2021

Senior Analyst

JPMorgan Services India Pvt. Ltd
10.2019 - 09.2020

Delivery Lead

Moody's Analytics Knowledge Service
09.2018 - 10.2019

Senior Associate, Competitor Benchmarking

CRISIL
04.2014 - 05.2018

Analyst

CMC LTD
10.2012 - 05.2013

CFA Level 3 Candidate

CFA Institute

B.Com in Financial Markets

Nagindas Khandwala College of Arts And Commerce

Languages

English
Hindi
Gujarati

Awards

  • Clap award from CRISIL (2016)
  • Execution Excellence award from CRISIL (2017)
  • Team of the Quarter (Q4 2022) from Mercer
  • Spotlight Award (2025) from Mercer
Vineet ThakkarManager, Mercer