Lead Investment Data Analyst

Posted 3 Days Ago
Be an Early Applicant
Highland, Boston, MA, USA
In-Office
108K-216K Annually
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
The Lead Investment Data Analyst will design and operate data solutions, manage data quality, and mentor a team while collaborating with various business units.
Summary Generated by Built In
Company:Mercer

Description:

We are seeking an experienced, business-savvy Lead Investment Data Analyst to join Mercer Wealth’s investment data function. This person will partner closely with Mercer’s North America OCIO & Advisory teams to deliver high-quality, end-to-end data solutions that support the multiple business units such as operations, investments, performance, business development, trading etc. The role combines hands-on data engineering and analytics with leadership, stakeholder management, and delivery accountability.

The successful candidate will be responsible for designing and operating robust data models, data pipelines, governance and quality processes, and for growing and mentoring a team of senior and junior data analysts that are geographically dispersed.

Lead Investment Data Analyst

We will count on you to:

  • Lead design, development, and operationalization of end-to-end investment data solutions (ingest → transform → store → serve) that support OCIO & Advisory business needs.

  • Collaborate with portfolio managers, OCIO operations, risk, performance, reporting, and client teams to translate requirements into pragmatic, scalable data solutions and APIs.

  • Own data quality, lineage, metadata, and governance for investment datasets (reference data, positions, holdings, pricing, benchmarks, returns, exposures, allocations, transactions).

  • Mentor and grow a mixed-seniority analyst team and serve as the primary data contact for senior Mercer Wealth stakeholders.

What you need to have:

  • 10+ years building end-to-end data solutions in investment / asset management / OCIO environments, supporting multiple business units.

  • Deep domain knowledge across master data, holdings, positions, transactions, pricing, benchmarks, returns, exposures, allocations, and corporate actions.

  • Strong hands-on data engineering skills (SQL required; Python or another scripting language) and experience with cloud data platforms (AWS, Azure, or GCP preferred).

  • Proven experience implementing data governance, lineage, metadata management, and data quality frameworks, plus prior people-lead or team-lead experience.

What makes you stand out:

  • Experience in large institutional wealth or bank environments (including proprietary funds or fund-of-funds) and familiarity with Eagle PACE / Markit EDM or equivalent.

  • Knowledge of investment data vendors and standards (Bloomberg, Refinitiv, SimCorp, IHS Markit, FpML, ISO 20022).

  • Hands-on experience with modern orchestration and transformation tools (Airflow, dbt, Spark) and data catalog/observability tools.

  • Cloud-native architecture, infrastructure-as-code experience, and relevant certifications (CDMP, cloud certs, CFA/CAIA, Scrum) are a plus.

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 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, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

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.

The applicable base salary range for this role is $108,000 to $216,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Skills Required

  • 10+ years building end-to-end data solutions in investment / asset management environments
  • Deep domain knowledge of investment data including master data and transactions
  • Strong hands-on data engineering skills (SQL and Python)
  • Experience with cloud data platforms (AWS, Azure, GCP)
  • Proven experience implementing data governance and quality frameworks
  • Prior people-lead or team-lead experience

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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