Associate Director - Investments

Company:Mercer

Description:

We are seeking a talented individual to join our Investments team at Mercer, a Marsh Business. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office

Associate Director – Investments Data Management (Alternatives)

We will count on you to:

• Drive the delivery and operational support for alternative asset data (private markets and hedge funds) including research and due diligence, investment performance, exposures and risk analytics, and reporting initiatives

• Engage closely with key stakeholders across research and investment teams, data analytics, technology, and vendors to support maintenance and sustenance of alternative asset data

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

• Collaborate with data solutions and performance leadership to define SLAs and support protocols specific to alternative asset data

• Develop detailed understanding of business processes, data flows, and models implemented by Enterprise Architecture and Data Solutions 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 alternatives 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 performance support solutions

• Support and influence the development of Mercer’s overall alternative assets data strategy with insights gained from support metrics

What you need to have:

• 10+ years of experience working directly in the finance industry in alternative assets data or analytics role, such as at an Investment Manager, Custodian, or a vendor providing services to an alts focused asset manager

• Extensive experience leading data support teams managing core data domains for the enterprise, 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 investment business stakeholders at all organizational levels

• Hands-on experience managing data pipelines and analytics for diverse financial market data sets and multiple asset classes

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

• Solid conceptual understanding of investment management processes, financial markets, portfolio management, performance reporting, and monitoring, specific to alternative assets

• 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

• Experience delivering new features to the business including: scoping, building, testing, and deployment of functionality. 

• 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

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

• Experience with Alternatives specific vendors such as: iLevel, S&P EDM, DealCloud, Dasseti, Diligent Vault, Altvia, Canoe, Accelex, Vidrio, HFR, etc

• 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:                                                          

• Your contributions will impact strategic decision-making and business performance.

• 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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 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 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.