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, India03-2011
Skills
Market analysis
Comprehensive due diligence
Team leadership
Stakeholder relationship management
Project Management
Proficient in spoken communication
Collaborative teamwork skills
Effective written communication
Strategic planning
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