Associate Director - Investments Management

We are seeking a talented individual to join our Global Data Team at Mercer. He/she will be an experienced investment data professional with specialist knowledge of investment and accounting books of record

Associate Director - Investment Management

We will count you to:

• Drive the delivery and operational support for key investment data domains including accounting book of record and investment book of record
• Collaborate with data solutions and operations leadership to define and enhance the control environment for operational investment data.
• Ensure there is detailed support documentation that aligns closely with operations 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 operations data support team
• Develop and implement scalable investment operations 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
• Pro-actively problem solve in collaboration with global stakeholders

What you need to have

• Relevant experience gained at investment managers and/or service providers to investment management firms
• Extensive experience leading teams managing core investment data domains, including team building, organizational development, process management, vendor management, SLA oversight, and metrics-driven support delivery
• Experience driving the adoption of standardized processes, templates, and best practices by investment operations teams
• Thorough understanding of ABOR / IBOR domains including positions/holdings, transactions, pricing and general ledger
• Strong communication and interpersonal skills with the ability to collaborate effectively with stakeholders at all organizational levels
• Thought leadership in designing investment data 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
• Strong technical skills SQL in particular
• Solid conceptual understanding of investment management processes, financial markets, portfolio management, reporting, and monitoring
• Demonstrable knowledge of front, middle, and back-office functions within investment management
• Experience integrating disparate investment data ecosystems, data models, and analytics pipelines to support complex performance measurement workflows

What makes you stand out

• Extensive knowledge of downstream use cases for ABOR and IBOR content at an investment manager
• Experience and understanding of modern investment data platforms
• Industry certifications within finance, data, team management, project management
• Ability to communicate complex issues in a simple and coherent manner
• Experience with State Street ADP, CRD and FactSet

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.