Lead Specialist - 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 Pune. This is a hybrid role that has a requirement of working at least three days a week in the office

Lead Specialist -Investments Data Management

As part of the Global Data Team, the successful candidate will support the ongoing delivery and operational support of investment data management initiatives. A hands-on role supporting the maintenance, validation, and sustenance of investment data across multiple asset classes and business workflows. Exposure to investment data, data quality controls, support procedures, and business-critical operational processes.

The chance to work closely with stakeholders across investment teams, data solutions, technology, and vendors.

We will count on you to:

• Support the delivery and operational maintenance of investment data management initiatives.
• Work closely with the functional POD lead and other stakeholders across investment teams, data solutions, technology, and vendors.
• Assist in maintaining and sustaining investment data support processes across core asset classes including exchange traded, derivative, and private instruments.
• Help document support procedures, data mappings, dependencies, definitions, and business processes related to investment data flows.
• Support data validation, issue investigation, reconciliation, and resolution activities.
• Contribute to the development and upkeep of support documentation aligned to business and data requirements.
• Assist in the management of SLAs, tracking, and operational metrics related to investment data support.
• Collaborate with internal teams to ensure data ownership, quality, accuracy, and timeliness principles are followed.
• Support the preparation of reports, dashboards, and operational updates for stakeholders.
• Help standardize processes, templates, and support practices across data support requests.
• Communicate progress, risks, and issues clearly to the lead and other cross-functional teams.
• Contribute to the continuous improvement of data support processes and operating model maturity.

What you need to have:

• Bachelor’s degree in Finance, Economics, Computer Science, Information Systems, Data Science, or a related field.
• 5-8 years of experience in investment data support, investment operations, data management, or a related financial services environment.
• Good understanding of investment management processes, financial markets, portfolio reporting, and operational data requirements.
• Experience working with investment data, reference data, or master data is preferred.
• Strong analytical skills with proficiency in Excel, PowerPoint, Word, and other standard reporting tools.
• Hands-on experience with SQL and relational databases for data extraction, analysis, and validation.
• Familiarity with structured and unstructured investment data.
• Good communication and interpersonal skills, with the ability to work across teams and stakeholder groups.
• Strong attention to detail and a practical, execution-oriented mindset.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfort working within defined support processes and operating procedures.

What makes you stand out?

• Strong interest in investment data and support operations.
• Ability to work collaboratively and learn quickly in a dynamic environment.
• Proactive and outcome-oriented, with a desire to improve how things are done.
• Comfortable balancing day-to-day support with opportunities for process improvement.
• Ability to communicate clearly and simply when explaining issues or updates.
• Strong ownership mindset and willingness to support the team through changing priorities.
• Exposure to investment data operations, data governance, or fund operations is a plus.
• Industry certifications within finance, data, or project management disciplines 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.

Marsh (NYSE: MRSH) is 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, visit marsh.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.