Director - Investment Management

We are seeking a talented individual to join our Data Management team at Wealth Investments Mercer. 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.

Director - Data Management

We are looking for a dynamic and entrepreneurial leader to establish and lead a brand-new Data Team with a significant mandate to support our business in all critical processes. This role is ideal for a visionary with a tech-first mindset who can blend people, process, and technology to deliver high-impact, pragmatic solutions that directly drive business value. The position will partner closely with the Global Head of Data and the Global Data Team and business stakeholders, enabling day-to-day operational excellence while innovating to meet evolving needs.

The ideal candidate will think and act like a business ownerfocusing on ROI, mitigating risks, and ensuring value delivery. They will have deep expertise in the Investment Domain and a proven track record in managing data analysts, implementing robust data management practices, and delivering creative solutions that scale

We will count on you to:

Strategic Leadership

• Establish and lead a high-performing Data Team from the ground up, instilling a culture of accountability and excellence.
• Develop and execute a data strategy that aligns with business priorities and delivers measurable impact.
• Serve as a trusted partner working with the Global Data team, senior business leaders, anticipating needs and proactively offering solutions.

Solution Delivery

• Design and deliver pragmatic, scalable solutions leveraging a balanced mix of people, processes, and technology.
• Collaborate with technology teams to build both tactical and strategic solutionsranging from quick-win tools to enterprise-scale platforms.
• Oversee data pipelines, sourcing, and management for investment advisory and OCIO business areas, ensuring timely, accurate, and high-quality data delivery.
• Introduce and oversee a lightweight development capability to quickly design and deploy targeted end-user solutions, using low-code, no-code, and scripting tools.

Data Management Excellence

• Design, implement, and mature core data management practices across governance, quality, lineage, metadata, and stewardship.
• Establish policies, standards, and controls to ensure data is accurate, consistent, and fit for purpose across the investment lifecycle.
• Implement data quality monitoring and remediation processes, ensuring issues are proactively identified and addressed.

Business Partnership & Communication

• Act as the voice of the data team, effectively communicating the teams value and impact to business leaders.
• Present data-driven recommendations to influence strategic decisions

What you need to have:

• 12+ years of experience in Information Systems Management, or a related discipline with a focus on domain i.e. Investment Banking/Asset Management (Middle Office/Back office).
• Familiarity with designing data models and defining data architecture schema for Investment Banking or Asset Management purposes.
• Proficiency in data processing and working with data warehouse/big data environments relevant to Investment Banking or Asset Management.
• Excellent skillset in Reference Database Management System (RDBMS) to ingest, maintain and distribute data for Equity, Fixed Income, Alternatives and other Asset Classes.
• Proficiency identifying process flow mapping and process redesigning specifically for Investment Banking or Asset Management data.
• Proficiency in project management tools such as Jira Kanban and Confluence or similar tool is plus.
• Experience in business process improvement, including conducting data investigations to determine the root cause of data issues.
• Familiarity with ETL tools for efficiently and accurately importing new data from various external/internal sources, as well as data sourcing and data mapping specifically to Investment data.
• Good analytical and technical abilities as the role would involve ability to spot anomalies and create processes to put control on them.
• Good communication skills to ensure issues clearly identified and explained to various interested stakeholders.
• Ability to work collaboratively with multi-disciplinary and global teams to ensure goals are met

What makes you stand out?

• Experience and/or familiarity in no-code, low-code solutions and latest AI-based coding tools
• Knowledge and experience gained in implementing financial data solutions such as S&P EDM, Alpha Data Platform, and/or FactSet.
• Industry qualifications - CFA or CIPM or DAMA
• Demonstrated willingness to support and mentor colleagues
• Demonstrated experience in taking a hands-on approach working closely with the team and colleagues to design, develop and implement data solutions
• Excellent communication skills working closely with colleagues at all levels
• Experience of business process improvement in asset management for example, performing data investigations to determine root cause of data quality issues.