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Investment Data Operations Lead
Investment Data Operations LeadMarsh McLennan • Republic Of India, IN
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Investment Data Operations Lead

Investment Data Operations Lead

Marsh McLennan • Republic Of India, IN
25 days ago
Job description

We are seeking a talented individual to join our Global Data Team at Mercer. This role will be based in Mumbai / Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.

Associate Director – Investments Management (Investments Data)

We will count on you to :

  • Drive the delivery and operational support for investment data management initiatives
  • Engage closely with key stakeholders across investment teams, data solutions, technology, and vendors to support maintenance and sustenance of investment data support needs
  • Develop a thorough understanding of the investment data solutions and platforms implemented, across the asset classes including exchange traded, derivative and private instruments
  • Collaborate with data solutions leadership to define SLAs and support protocols specific to investment data
  • Develop detailed understanding of investment processes, data flows, and data models implemented by Enterprise Architecture and Investment Data solution teams, and design support procedures to effectively support post go-live
  • Ensure there is detailed support documentation that aligns closely with investment business requirements, data mappings, dependencies, data definitions, specifications, and business processes including investment data flows
  • Build, manage, lead, and grow a dedicated high-performance investment data support team
  • Develop and implement scalable investment data support capabilities with a metrics-driven operations model, ensuring adherence to data ownership, quality, accuracy, and timeliness principles
  • Manage stakeholder expectations through effective project management and ensure timely delivery of investment data support solutions
  • Support and influence the development of Mercer’s overall investment data delivery strategy with insights gained from support metrics

What you need to have :

  • 10+ years of experience working directly in the finance industry in an investment data support role, such as at an Investment Manager, Wealth Manager, or a vendor providing services to the buy-side
  • Extensive experience leading investment data support teams managing core foundational investment data domains, including team building, organizational development, process management, vendor management, SLA oversight, and metrics-driven support delivery
  • Proven track record in growing and leading data support teams, preferably with expertise in master data management and / or investment reference data management
  • Experience driving adoption of standardized processes, templates, and best practices by investment data support requesting teams
  • Strong communication and interpersonal skills with the ability to collaborate effectively with investment business stakeholders at all organizational levels
  • Thought leadership in designing investment data support capabilities across front-office, middle-office, and back-office investment and asset management workflows
  • Hands-on experience managing data pipelines for diverse financial market data sets across multiple asset classes including alternatives
  • Familiarity with investment data governance principles, including metadata management and data quality assurance specific to investment data
  • Solid conceptual understanding of investment management processes, financial markets, custodial services, investment operational data requirements, and portfolio management reporting and monitoring
  • Demonstrated knowledge of front, middle, and back-office functions within investment management, wealth management, or asset management industries
  • Experience integrating disparate investment data ecosystems, data models, and data pipelines to support complex business workflows
  • Proven ability to manage and balance stakeholder expectations in an investment data context
  • Strong analytical skills with proficiency in tools such as Excel, Vision, PowerPoint, and Word for investment data analysis and reporting
  • Proficiency in SQL, relational database management systems (RDBMS), data modeling, data extraction and analysis of both structured and unstructured investment data.
  • Experience with Asset Management and Fund Operations applications and a deep understanding of its capabilities is highly desirable
  • What makes you stand out?

  • Outcome oriented, energetic, proactive, critical thinking and a desire to see things done efficiently
  • Ability to balance quick wins with long term effectiveness and efficiency
  • Ability to work with competing priorities and facilitate prioritization of competing support needs
  • Ability to work creatively with operate mindset as solutions are developed and implemented
  • Ability to communicate complex issues in a simple and coherent manner.
  • Attention to detail, and proven track record in project and conflict management
  • Excellent problem-solving skills with ability to work independently in a fast-paced, dynamic environment
  • Deep knowledge of complex instruments and investment analytics and experience improving the related processes and workflows
  • Industry certifications within finance, data, team management, project management disciplines are highly desired
  • Why join our team :

  • 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, a business of Marsh McLennan (NYSE : MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.Com, or follow on LinkedIn and X.

    Marsh McLennan 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 McLennan 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 McLennan 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.

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    Investment Lead • Republic Of India, IN

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