108 Investment Director jobs in India

• Conduct comprehensive financial analysis, including P&L, balance sheet, and cash flow analysis.
• Develop and maintain complex financial models for forecasting, budgeting, and valuation.
• Evaluate investment opportunities, conducting due diligence and risk assessment.
• Analyze market trends, economic conditions, and competitive landscapes.
• Prepare detailed financial reports, presentations, and recommendations for senior management.
• Collaborate with various departments to gather financial data and understand business drivers.
• Ensure compliance with financial regulations and reporting standards.
• Identify financial risks and opportunities, proposing mitigation and enhancement strategies.
• Support strategic planning and decision-making processes with financial insights.
• Monitor financial performance against budget and forecast, providing variance analysis.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or CFA charter is a plus.
• Minimum of 5-7 years of experience in financial analysis, corporate finance, or investment banking.
• Strong proficiency in financial modeling, valuation techniques, and quantitative analysis.
• Advanced skills in Microsoft Excel and financial software (e.g., Bloomberg, FactSet).
• Excellent understanding of accounting principles and financial reporting standards.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Strong communication, presentation, and interpersonal skills.
• Ability to manage multiple projects and meet tight deadlines.
• Detail-oriented with a high degree of accuracy.
• Experience with data visualization tools is beneficial.

About the Role

Key Responsibilities

• Leadership and Strategic Direction:
• Develop and implement a long-term vision for client’s Investment Banking practice, ensuring alignment with broader organizational objectives.
• Lead the profitability and growth strategy, driving expansion into new markets, geographies, and investor segments.
• Establish Client as a preferred advisor for investors and enterprises seeking capital solutions in emerging markets.
• Collaborate with senior leadership across group entities to enhance synergies and create integrated solutions for clients.
• Represent the firm as a thought leader at industry conferences, investor forums, and global capital markets events, shaping discussions around impact finance, ESG, and blended capital models.

• Business Development and P&L Management:
• Own and drive deal origination, identifying and structuring equity & M&A transactions across impact-driven sectors.
• Develop and nurture C-suite and investor relationships with global and domestic PE/VC funds, DFIs, investment banks, and institutional investors.
• Lead fundraising mandates, assisting clients in securing capital through strategic investment partnerships.
• Strengthen global investor networks, positioning client as a go-to investment banking advisory firm for sustainable finance transactions.
• Innovate new financial instruments, structures, and investment models that align with ESG and impact-driven capital strategies.
• Ensure regulatory compliance and risk management in all transactions.

• Execution & Transaction Management:
• Oversee the end-to-end deal execution process, from financial structuring, due diligence, and valuation analysis to investor negotiations and closure.
• Manage high-stakes negotiations, balancing client interests with investor expectations to drive successful transaction outcomes.
• Leverage data-driven insights, financial modeling, and deal structuring techniques to maximize transaction efficiency and impact.
• Ensure compliance with global financial regulations, corporate governance standards, and risk management protocols.
• Work closely with legal, financial, and sector experts to mitigate risks and optimize deal outcomes for clients.
• Team Development and Talent Management:
• Build and nurture a high-performing team, fostering a culture of collaboration, innovation, entrepreneurship and performance excellence.
• Define the key competencies required for team success and actively mentor and coach emerging leaders within the practice.
• Establish a robust performance management and reward system, ensuring high levels of team engagement and retention.
• Partner with HR to create development programs that attract and grow superior talent and build a pipeline for future leadership roles.
• Monitor and evaluate team KPIs, ensuring alignment with overall strategic goals.
• Attract and retain top-tier investment banking talent, ensuring expertise in structured finance, M&A, debt syndication, and capital advisory.

Key Performance Indicators (KPIs):

• Revenue & P&L Performance – Achieve business growth targets and maintain high profitability across transactions.
• Deal Execution & Capital Mobilization – Successfully close multiple high-impact transactions across equity, debt, M&A, and structured finance.
• Investor & Market Engagement – Expand and strengthen global investor networks, and institutional investor relationships, engagement with PE/VCs, DFIs, and strategic investors securing new investment partnerships.
• Market Positioning & Thought Leadership – Enhance client’s brand visibility, contributing to global dialogues on sustainable finance and impact investing.
• Talent Development & Team Performance – Strengthen talent retention, mentorship programs, and professional development within the team by fostering a dynamic, skilled, and high-performing investment banking team.

Required Skills and Qualifications:

• M&A advisory, or structured finance.
• Deep expertise in deal structuring, capital raising, valuation and due diligence across impact-driven sectors.
• Extensive relationships with institutional investors, DFIs, family offices, impact funds, and strategic investors.
• Exceptional negotiation, stakeholder engagement, and deal-making skills.
• Proven track record in closing multi-million-dollar transactions across diverse sectors.
• Strong leadership capabilities, with experience in managing P&L, business units, drive financial performance and multi-disciplinary teams.
• MBA/CA/CFA or equivalent financial qualification from a top institution.

Desired Competencies:

• Entrepreneurial mindset with the ability to innovate and solve complex problems.

• Conduct comprehensive financial analysis, including trend analysis, variance analysis, and profitability analysis.
• Develop, maintain, and enhance sophisticated financial models for forecasting, valuation, and scenario planning.
• Research and analyze economic and industry trends to identify potential investment opportunities and risks.
• Prepare detailed financial reports, presentations, and recommendations for senior management and investment committees.
• Evaluate the financial performance of existing investments and new potential ventures.
• Collaborate with other departments, including portfolio management and risk management, to ensure alignment of financial strategies.
• Monitor key financial metrics and KPIs, providing insights into performance drivers and areas for improvement.
• Ensure compliance with regulatory requirements and internal financial policies.
• Stay abreast of changes in financial regulations, accounting standards, and market practices.
• Assist in the preparation of budgets and financial forecasts.
• Provide analytical support for mergers, acquisitions, and other strategic initiatives.

• Master's degree in Finance, Economics, Accounting, or a related quantitative field.
• Minimum of 6 years of progressive experience in financial analysis, investment analysis, or corporate finance.
• Advanced proficiency in financial modeling and forecasting techniques using tools like Excel (advanced functions, VBA).
• Strong understanding of financial markets, investment vehicles, and corporate valuation methodologies.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in financial software and databases (e.g., Bloomberg, Refinitiv Eikon) is a plus.
• Exceptional written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
• Ability to work independently, manage multiple priorities, and meet deadlines in a remote work environment.
• Experience with data visualization tools (e.g., Tableau, Power BI) is advantageous.
• Relevant certifications such as CFA, FRM, or CA are highly desirable.

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

Qualifications BE- Mechanical

Work Experience - 8 -12 years

Location -Delhi, Hyderabad, Bhubaneswar

Industry-. O&M - Mining & Material Handling (Coal Handling Plant, Raw material Handling System), Boiler & Power Plant

Key Responsibilities -

-Sales & Proposal making for Asset Management Business

- Resource Estimation / Costing & Tendering - Support HO team in offer preparation and project management

- Primary Negotiation with client as well as contractors

- O&M Market Intelligence

- Planning & Execution of Site Mobilization

- Customer Relationship Management

Skill Sets & Personality characteristics

- Hands on experience in operation and maintenance of Plant (material handling / boiler & power plant)

- Budgeting and cost calculations

- Good Communication Skills

- Ready for frequent travelling

- Basic knowledge of Labor Laws and Other Statutory Requirements in Similar Industry