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We are seeking a talented individual to join our Wealth Investment Team at Mercer. This role will be based in Mumbai/Gurugram. This is a hybrid role that has a requirement of working at least three days a week in the office.

Associate Director - Investment Management

We will count on you to:

• Drive the delivery and operational support for reference data management initiatives
• Engage closely with key stakeholders across business, data solutions, technology, vendors to support maintenance and sustenance of reference data support needs
• Develop a thorough understanding of the reference data solutions implemented
• Collaborate with data solutions leadership to define SLAs and support protocols
• Develop detailed understanding of business, data flow processes implemented by EA, Ref Data solution teams and design support procedures to effectively support post go-live
• Ensure there is detailed support documentation that aligns closely with business requirements, data mappings, dependencies, data definitions, specifications and business processes including data flows.
• Build, manage, lead and grow a dedicated high-performance support teams
• Develop and implement scalable reference 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 and ensure timely delivery of reference data support solutions
• Support and influence the development of Mercer’s overall data delivery strategy with insights gained from support metrics

What you need to have:

• 10+ years experience working either directly in the finance industry in a data support related role for example, at an Investment Manager or Custodian or for a vendor providing services to the buy side.
• Deep experience leading data support teams managing data and related structures for core foundational data domains for an enterprise including team building, organization, process management, vendor management, SLA management, metrics-driven support delivery
• Experience leading and growing data support teams preferably master data management and/or reference data management teams
• Experience driving adoption of processes, templates by data support requesting teams
• Demonstrable strong communication and interpersonal skills, with the ability to collaborate effectively with business stakeholders at all levels.
• Thought leadership experience on designing data support capabilities for investment and asset management business functions across front-office, middle-office and back-office workflows.
• Experience dealing with data pipelines for a range of financial market related data sets and asset classes.
• Familiarity with data governance principles and practices, including metadata management and data quality assurance.
• Possess conceptual understanding of investment management processes, financial markets, custodial services, investment operational data needs, portfolio management reporting & monitoring.
• Demonstrate an understanding of front, middle, and back-office functions within the investment management, wealth management or asset management industry.
• Bring familiarity with integrating disparate data eco systems, data models, data pipelines to support business workflows.
• Experience managing and balancing stakeholder expectations
• Strong analytical skills using tools such as Excel, Vision, PowerPoint, Word.
• Proficiency in SQL, RDBMS, Data modeling, Structured and unstructured data analysis
• Proficiency in S&P or Markit EDM software and inner workings of all its capabilities highly desired

What makes you stand out?

• Outcome oriented, energetic, proactive, critical thinking and a desire to see things done efficiently
• Ability to balance quick wins with long term effectiveness and efficiency
• Ability to work with competing priorities and facilitate prioritization of competing support needs
• Ability to work creatively with operate mindset as solutions are developed and implemented
• Ability to communicate complex issues in a simple and coherent manner.
• Attention to detail, and proven track record in project and conflict management
• Excellent problem-solving skills with ability to work independently in a fast-paced, dynamic environment
• Industry certifications within finance, data, team management, project management disciplines are highly desired

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

Investment Compliance – BlackRock Aladdin

VOYA INDIA Overview

VOYA INDIA, formerly known as VFI SLK, is a technology-driven, business process transformation company, driving the evolution of the financial services customer experience through the art of technology, innovation, and human creativity. As a subsidiary of Voya Financial Inc, we are dedicated to delivering cutting-edge solutions to Voya’s Health (employee benefits), Wealth (Retirement) and Investment Management Business. Our focus lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. We are committed to fostering an environment that celebrates learning, growth and inclusivity while developing and deploying innovative and impactful solutions for Voya Financial Inc.

More information is available at : -

Profile Description

• The Investment Compliance’ assigned tasks are complex at times, and those tasks are unique/distinct in nature. Individuals on the team are expected to possess strong analysis skills and are expected to perform with minimum supervision in that our production cycle is time sensitive and individuals on the team are expected to trouble shoot problems and provide recommendation for permanent and timely resolutions.

• Voya IM is seeking motivated individuals to support the Investment Compliance team function. The operation focus among other things is to check investment policy restriction on BlackRock Aladdin, as there are a lot of analytics and reconciliations. Analysis would be medium to easy complexity however having eye to detail is imperative. The candidate for the position must have the ability to keep pace with a rapidly changing business environment. Success in this role requires a strong analytical mindset, the ability to understand the dynamics of operation and a willingness to work in a collaborative team setting.

Roles and responsibilities

• Understand investment compliance process, which requires checking investment restrictions against fund’s exposure.

• Ability to read fund prospectus, investment policy and investment policy statement and extract applicable investment restrictions from it.

• This role will require understanding the existing coded rules on BlackRock Aladdin platform, amending these rules to correct them and coding new rules with testing to make sure they give correct result.

• An eye for detail to understand different exposure calculations, to identify any miscalculation or deficiency in approach to ensure accurate and timely compliance report.

• Routine review of exiting client’s investment guidelines, change in investment policies and implementing those changes in our compliance master (Aladdin).

• Investigative and research-oriented mindset to identify the reasons for a valid breach and rule out invalid breach to ensure accurate delivery.

• Excellent team interaction and people skills (verbal and writing skills) – as this individual will interact with many distinct parts and levels of the VOYA organization (peers, supervisors, project leaders, and internal/external clients.)

• Promote a cheerful outlook and working environment among fellow employees and develop efficient working relationships.

• Adaptable to working in an ever-changing multi-tasked environment with high priorities, varying workloads, and multiple deadlines.

Knowledge and Experience

• Undergraduate degree in accounting, finance, quantitative analysis, business administration or equivalent work experience

• 5 to 8 years of investment Industry experience with basic understanding of investment vehicles (Fixed Income Securities, Derivatives, Equities and Senior Loans).

• A good understanding of Alladin rule coding platform is a must. Rule coding experience with Aladdin is an added advantage.

• Prior knowledge of regulatory rules around 1940 Act and UCITS would help in this role.

• Someone who understands asset class hierarchy, their characteristics, their exposure calculation methods would be a requirement in this role.

• Familiarity with various platforms and systems (e.g., Bloomberg, Aladdin, PowerBI).

• Strong knowledge of Microsoft platforms is expected (e.g., MS Office, Excel, Word, Windows, etc.) and other PC based software.

• Particularly good organizational, analytical, and quantitative skills.

• Ability to work in a challenging environment as we may have varying workloads and strict deadlines (e.g., month, quarter, and year-end).

• Ability to resolve problems utilizing appropriate resources independently and creatively.

• Maintain strong working relationships with peers, supervisors, project leaders, and internal/external clients.

• Excellent team interaction and people skills (verbal and writing skills).

• Voya IM is a relatively flat organization, so a congenial, but professional attitude and demeanor is expected.

• Flexibility work in shift

You'll be an integral part of our esteemed Corporate Technology Team, comprised of 6 stacks: Investments, Finance, Risk & Law, HR & Employee Experience (EE), Data Engineering & Analytics and Portfolio, and Strategy. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Data Analyst, you will lead the charge in extracting value from data by facilitating the creation of high-quality data solutions that drive decision-making and operational efficiency. You’ll use your skills to provide subject matter expertise and complete in-depth data analysis, which contributes to the strategic efforts of the team. This is an opportunity to collaborate closely with our Corp Technology leadership team as well as our CFO customers. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed.

The Impact:

• • Analyze data related to Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing to generate actionable insights.
• • Develop and maintain comprehensive data mapping documents and work closely with data engineering teams to ensure accurate data integration and transformation.
• • Partner with Business Analysts, Architects and Data engineers to validate datasets, optimize queries and perform reconciliation.
• • Support the design and delivery of Investment data and reporting solutions, including data pipelines, reporting dashboards.
• • Collaborate with Data Engineers, Data Architects, and BI developers to ensure design and development of scalable data solutions aligning with business goals.
• • Manage and oversee investment data, ensuring its accuracy, consistency, and completeness.

The Minimum Qualifications

Education: Bachelor’s or Master’s degree in Finance, Computer Science, Information Systems or related field. Experience:

• 7-9 years of experience as a Data Analyst or similar role supporting data analytics projects. • 5+ years of Mastery in SQL.

• 5+ years of experience in financial services, insurance, or related industry.

• Experience with data manipulation using Python.

• Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing.

• Investment Operations exposure - Critical Data Elements (CDE), data traps and other data recons. • Familiarity with data engineering concepts: ETL/ELT, data lakes, data warehouses.

• Experience with BI tools like Power BI, MicroStrategy, Tableau.

• Excellent communication, problem-solving, and stakeholder management skills.

• Experience in Agile/Scrum and working with cross-functional delivery teams.

• Proficiency in financial reporting tools (e.g., Power BI, Tableau).

The Ideal Qualifications Technical Skills:

• Familiarity with regulatory requirements and compliance standards in the investment management industry.

• Ability to lead cross-functional teams and manage complex projects.

• Hands-on experience with IBOR’s such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart.

• Familiarity with investment data platforms such as GoldenSource, FINBOURNE, NeoXam, RIMES, and JPM Fusion.

• Experience with cloud data platforms like Snowflake and Databricks.

• Background in data governance, metadata management, and data lineage frameworks.