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Wealth Investment Strategist

Wealth Investment Strategist

Marsh McLennanRepublic Of India, IN
18 days ago
Job description

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

Associate Director - Investment Management

We will count on you to :

  • Drive the delivery and operational support for reference data management initiatives
  • Engage closely with key stakeholders across business, data solutions, technology, vendors to support maintenance and sustenance of reference data support needs
  • Develop a thorough understanding of the reference data solutions implemented
  • Collaborate with data solutions leadership to define SLAs and support protocols
  • Develop detailed understanding of business, data flow processes implemented by EA, Ref Data solution teams and design support procedures to effectively support post go-live
  • Ensure there is detailed support documentation that aligns closely with business requirements, data mappings, dependencies, data definitions, specifications and business processes including data flows.
  • Build, manage, lead and grow a dedicated high-performance support teams
  • Develop and implement scalable reference 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 reference data support solutions
  • Support and influence the development of Mercer’s overall data delivery strategy with insights gained from support metrics

What you need to have :

  • 10+ years experience working either directly in the finance industry in a data support related role for example, at an Investment Manager or Custodian or for a vendor providing services to the buy side.
  • Deep experience leading data support teams managing data and related structures for core foundational data domains for an enterprise including team building, organization, process management, vendor management, SLA management, metrics-driven support delivery
  • Experience leading and growing data support teams preferably master data management and / or reference data management teams
  • Experience driving adoption of processes, templates by data support requesting teams
  • Demonstrable strong communication and interpersonal skills, with the ability to collaborate effectively with business stakeholders at all levels.
  • Thought leadership experience on designing data support capabilities for investment and asset management business functions across front-office, middle-office and back-office workflows.
  • Experience dealing with data pipelines for a range of financial market related data sets and asset classes.
  • Familiarity with data governance principles and practices, including metadata management and data quality assurance.
  • Possess conceptual understanding of investment management processes, financial markets, custodial services, investment operational data needs, portfolio management reporting & monitoring.
  • Demonstrate an understanding of front, middle, and back-office functions within the investment management, wealth management or asset management industry.
  • Bring familiarity with integrating disparate data eco systems, data models, data pipelines to support business workflows.
  • Experience managing and balancing stakeholder expectations
  • Strong analytical skills using tools such as Excel, Vision, PowerPoint, Word.
  • Proficiency in SQL, RDBMS, Data modeling, Structured and unstructured data analysis
  • Proficiency in S&P or Markit EDM software and inner workings of all its capabilities highly desired
  • 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
  • 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 Strategist • Republic Of India, IN

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