Associate Director - Investment Management

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 (Investments Performance)

We will count on you to :

Drive the delivery and operational support for investment performance measurement and reporting initiatives

Engage closely with key stakeholders across investment performance teams, data analytics, technology, and vendors to support maintenance and sustenance of investment performance support needs

Develop a thorough understanding of the investment performance platforms, analytics tools, and solutions implemented

Collaborate with data solutions and performance leadership to define SLAs and support protocols specific to investment performance data and reporting

Develop detailed understanding of investment performance measurement, attribution, and reporting business processes, data flows, and models implemented by Enterprise Architecture and Investment Performance solution teams, and design support procedures to effectively support post go-live

Ensure there is detailed support documentation that aligns closely with investment performance business requirements, data mappings, dependencies, data definitions, specifications, and business processes including performance data flows

Build, manage, lead, and grow a dedicated high-performance investment performance support team

Develop and implement scalable investment performance 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 performance support solutions

Support and influence the development of Mercer’s overall investment performance 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 performance measurement, reporting, or analytics role, such as at an Investment Manager, Custodian, or a vendor providing services to the buy-side

Extensive experience leading investment performance teams managing core performance measurement domains, including team building, organizational development, process management, vendor management, SLA oversight, and metrics-driven support delivery

Proven track record in growing and leading performance measurement and reporting teams, preferably with expertise in performance attribution and analytics

Experience driving adoption of standardized processes, templates, and best practices by investment performance support and requesting teams

Strong communication and interpersonal skills with the ability to collaborate effectively with performance stakeholders at all organizational levels

Thought leadership in designing investment performance measurement and reporting capabilities across front-office, middle-office, and back-office workflows

Hands-on experience managing data pipelines and analytics for diverse financial market data sets and multiple asset classes relevant to performance measurement

Familiarity with investment performance data governance principles, including metadata management and data quality assurance specific to performance data

Solid conceptual understanding of investment management processes, financial markets, portfolio management, performance reporting, and monitoring

Demonstrated knowledge of front, middle, and back-office functions within investment management, wealth management, or asset management industries as they relate to performance measurement

Experience integrating disparate investment data ecosystems, data models, and analytics pipelines to support complex performance measurement workflows

Proven ability to manage and balance stakeholder expectations in an investment performance context

Strong analytical skills with proficiency in tools such as Excel, Vision, PowerPoint, and Word for investment performance analysis and reporting

Proficiency in SQL, relational database management systems (RDBMS), data modeling, data extraction, and analysis of both structured and unstructured investment performance data

Experience with Asset Management and Fund Operations applications and a deep understanding of their capabilities related to performance measurement and reporting 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

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.