Specialist - Investments

1 month ago

Pune, Maharashtra, India Mercer Full time

Mercer is seeking candidates for the following position based in the Mumbai office:


Investments Data Analyst/Specialist

We will count on you to:

As a part of the Global Investment Data team, you will be required to –

  • Understand & Process complex data sets so as to carry daily/periodic task along and for purposes of delivering/providing trusted data to Data Warehouse
  • Work on exception captured by placed quality checks and conducting RCA on the issue to maintain consistency of data on client holdings, transactions, Prices etc.
  • Run Daily/Weekly/Monthly processing in order to support BAU –Task assigned
  • Pro-active & self-learner and carries right attitude towards challenges to bring or suggest Process Improvement Idea.

What you need to have:

  • A solid understanding of the Investment Management Domain, including middle and back-office functions, as well as some knowledge of the front office, is required.
  • Ability to perform data analysis, identify data challenges, and provide insights using domain knowledge to address these challenges in the short and long term.
  • Strong SQL skills and a basic understanding of relational models are highly beneficial.
  • Experience in developing and proposing functional designs to automate manual processes.
  • Ability to translate business requirements into data solutions and generate extract/reports.
  • Familiarity with designing data models and defining data architecture schema is necessary.
  • Proficiency in data processing and working with data warehouse/big data environments is essential. Strong knowledge of Excel/VBA and experience with languages like SQL is required.
  • Knowledge of Investment Management application modules such as Data warehouse, DATAMART, and reporting tools is essential.
  • Proficiency in Excel, Word, PowerPoint is preferred. Experience with Visio and process flow mapping (from "as IS" to "to BE") is a plus.
  • Familiarity with ETL tools for importing new data from external/internal sources is desirable.
  • Exposure to project management tools like Jira Kanban and Confluence is desirable.
  • Experience in creating test cases, including negative testing and regression testing, is a plus.
  • Familiarity with unit funds/NAVs and understanding of fund structure, share classes, asset classes, etc., would be beneficial.

What makes you stand out?

  • Understanding of Data Management routines & procedures.
  • Understanding of the financial services industry, specifically Investment Accounting.
  • Understanding of the software product management lifecycle and/or investment performance measurement and analysis.
  • Experience of business process improvement in asset management – for example, performing data investigations to determine root cause of data quality issues.
  • Expertise and demonstrated experience of Eagle Pace

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer 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.

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