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Director - Investment Management

Mumbai, Maharashtra IN014 Mercer Consulting India Private Limited

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Job Description

Description:

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 owner—focusing 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 solutions—ranging 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 team’s 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.
  • 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.
    This advertiser has chosen not to accept applicants from your region.

    Associate - Venture Capital

    Mumbai, Maharashtra Artha Group

    Posted 4 days ago

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    Job Description

    About Artha Group


    Artha Group is a performance-first investment house managing over ₹1,250 crores (USD 150M+) across venture capital, private equity, and cross-stage capital strategies. Our fund platforms include:

    • Artha Venture Fund (AVF): India-focused sector-specific early-stage fund
    • Artha Continuum Fund (ACF): Cross-stage investing across India and global markets
    • Artha Select Fund: Follow-on capital into top-performing portfolio companies


    With 130+ companies backed and 30+ exits, we operate with conviction, founder alignment, and execution speed. Our investors include top Indian family offices and global UHNIs.


    Role Overview

    We’re hiring one mid-level Associates to lead portfolio execution across ACF. This is not a sourcing-first role. We want someone who’s already managed companies, handled founder complexity, and can turn data into insight—and insight into action.


    You will:

    • Own 8–12 active portfolio companies, reporting directly to a Principal
    • Run KPI tracking, quarterly reviews, and intervention planning
    • Lead analysts focused on data quality, financial performance, and board-ready reporting
    • Support AOP reviews, follow-on round preparation, and founder-side support
    • Help turnaround underperforming companies or flag red flags early


    This is a Partner-track role for a portfolio operator, not a pipeline hunter.


    What You’ll Lead

    Portfolio Oversight & Value Creation

    • Lead structured monthly and quarterly reviews across 8–12 active companies
    • Track KPIs across revenue, org design, GTM execution, hiring, and cash flow
    • Collaborate with founders to build or challenge AOPs and hiring plans
    • Flag underperformance early, and recommend interventions to the Principal
    • Support downstream rounds—materials, narrative, and investor calibration

    Founder Alignment & Support

    • Maintain high-touch relationships with founding teams
    • Push for accountability without overstepping—own the “trusted challenger” seat
    • Act as the first escalation point for operational fire drills
    • Navigate difficult founder dynamics with maturity and clarity

    Analyst Team Management

    • Lead 1–2 analysts in tracking and interpreting portfolio data
    • Ensure output is accurate, timely, and IC-ready
    • Drive reporting discipline, deadline adherence, and performance visibility

    Investment Support & Execution

    • Support Principals on live deals: due diligence, benchmarking, IC memos
    • Review models, validate AOP assumptions, and identify operational risks pre-investment
    • Manage post-deal integration into the portfolio review system


    Who You Are

    • A buy-side trained portfolio manager, not just a transaction executor
    • Strong at handling complexity, ambiguity, and cross-functional founders
    • Can turn disorganized startup data into structured insights
    • Comfortable leading junior team members, reporting up to Principals, and working cross-border
    • Deep understanding of founder psychology, cap tables, burn, and operating leverage


    Required Experience

    • 3–5 years in venture capital, private equity, or cross-stage fund investing
    • Must have managed a portfolio of 5+ companies , including KPI and founder oversight
    • Must have supported AOP planning, follow-on fundraising, or company turnarounds
    • Must have closed at least 2 investments end-to-end on the buy-side
    • MBA or CA required OR strong proof of financial modeling, AOP structuring, and decision-prep ownership
    • Experience managing analysts or junior team members in fund settings is a plus


    Candidates with only investment banking, transaction advisory, or consulting backgrounds will not be considered.


    Compensation Structure

    • Total Annual Package: ₹6,50,000
    • ,00,000 fixed annual salary
    • 25,000 confirmed annual retention bonus (paid every 12 months)
    • 25,000 ESOP grant annually (each annual grant comes with its own vesting schedule)
    • Performance bonus (based on portfolio success and personal execution)
    • Carry participation (disclosed during the final interview stage)


    Fixed compensation is non-negotiable . All upside is earned through performance.

    This advertiser has chosen not to accept applicants from your region.

    Associate - Venture Capital

    Mumbai, Maharashtra Artha Group

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    About Artha Group

    Artha Group is a performance-first investment house managing over ₹1,250 crores (USD 150M+) across venture capital, private equity, and cross-stage capital strategies. Our fund platforms include:

    • Artha Venture Fund (AVF): India-focused sector-specific early-stage fund
    • Artha Continuum Fund (ACF): Cross-stage investing across India and global markets
    • Artha Select Fund: Follow-on capital into top-performing portfolio companies

    With 130+ companies backed and 30+ exits, we operate with conviction, founder alignment, and execution speed. Our investors include top Indian family offices and global UHNIs.

    Role Overview

    We’re hiring one mid-level Associates to lead portfolio execution across ACF. This is not a sourcing-first role. We want someone who’s already managed companies, handled founder complexity, and can turn data into insight—and insight into action.

    You will:

    • Own 8–12 active portfolio companies, reporting directly to a Principal
    • Run KPI tracking, quarterly reviews, and intervention planning
    • Lead analysts focused on data quality, financial performance, and board-ready reporting
    • Support AOP reviews, follow-on round preparation, and founder-side support
    • Help turnaround underperforming companies or flag red flags early

    This is a Partner-track role for a portfolio operator, not a pipeline hunter.

    What You’ll Lead

    Portfolio Oversight & Value Creation

    • Lead structured monthly and quarterly reviews across 8–12 active companies
    • Track KPIs across revenue, org design, GTM execution, hiring, and cash flow
    • Collaborate with founders to build or challenge AOPs and hiring plans
    • Flag underperformance early, and recommend interventions to the Principal
    • Support downstream rounds—materials, narrative, and investor calibration

    Founder Alignment & Support

    • Maintain high-touch relationships with founding teams
    • Push for accountability without overstepping—own the “trusted challenger” seat
    • Act as the first escalation point for operational fire drills
    • Navigate difficult founder dynamics with maturity and clarity

    Analyst Team Management

    • Lead 1–2 analysts in tracking and interpreting portfolio data
    • Ensure output is accurate, timely, and IC-ready
    • Drive reporting discipline, deadline adherence, and performance visibility

    Investment Support & Execution

    • Support Principals on live deals: due diligence, benchmarking, IC memos
    • Review models, validate AOP assumptions, and identify operational risks pre-investment
    • Manage post-deal integration into the portfolio review system

    Who You Are

    • A buy-side trained portfolio manager, not just a transaction executor
    • Strong at handling complexity, ambiguity, and cross-functional founders
    • Can turn disorganized startup data into structured insights
    • Comfortable leading junior team members, reporting up to Principals, and working cross-border
    • Deep understanding of founder psychology, cap tables, burn, and operating leverage

    Required Experience

    • 3–5 years in venture capital, private equity, or cross-stage fund investing
    • Must have managed a portfolio of 5+ companies, including KPI and founder oversight
    • Must have supported AOP planning, follow-on fundraising, or company turnarounds
    • Must have closed at least 2 investments end-to-end on the buy-side
    • MBA or CA required OR strong proof of financial modeling, AOP structuring, and decision-prep ownership
    • Experience managing analysts or junior team members in fund settings is a plus

    Candidates with only investment banking, transaction advisory, or consulting backgrounds will not be considered.

    Compensation Structure

    • Total Annual Package: ₹6,50,000
    • ,00,000 fixed annual salary
    • 25,000 confirmed annual retention bonus (paid every 12 months)
    • 25,000 ESOP grant annually (each annual grant comes with its own vesting schedule)
    • Performance bonus (based on portfolio success and personal execution)
    • Carry participation (disclosed during the final interview stage)

    Fixed compensation is non-negotiable. All upside is earned through performance.

    This advertiser has chosen not to accept applicants from your region.

    Associate - Venture Capital

    Mumbai, Maharashtra Artha Group

    Posted 4 days ago

    Job Viewed

    Tap Again To Close

    Job Description

    About Artha Group


    Artha Group is a performance-first investment house managing over ₹1,250 crores (USD 150M+) across venture capital, private equity, and cross-stage capital strategies. Our fund platforms include:

    • Artha Venture Fund (AVF): India-focused sector-specific early-stage fund
    • Artha Continuum Fund (ACF): Cross-stage investing across India and global markets
    • Artha Select Fund: Follow-on capital into top-performing portfolio companies


    With 130+ companies backed and 30+ exits, we operate with conviction, founder alignment, and execution speed. Our investors include top Indian family offices and global UHNIs.


    Role Overview

    We’re hiring one mid-level Associates to lead portfolio execution across ACF. This is not a sourcing-first role. We want someone who’s already managed companies, handled founder complexity, and can turn data into insight—and insight into action.


    You will:

    • Own 8–12 active portfolio companies, reporting directly to a Principal
    • Run KPI tracking, quarterly reviews, and intervention planning
    • Lead analysts focused on data quality, financial performance, and board-ready reporting
    • Support AOP reviews, follow-on round preparation, and founder-side support
    • Help turnaround underperforming companies or flag red flags early


    This is a Partner-track role for a portfolio operator, not a pipeline hunter.


    What You’ll Lead

    Portfolio Oversight & Value Creation

    • Lead structured monthly and quarterly reviews across 8–12 active companies
    • Track KPIs across revenue, org design, GTM execution, hiring, and cash flow
    • Collaborate with founders to build or challenge AOPs and hiring plans
    • Flag underperformance early, and recommend interventions to the Principal
    • Support downstream rounds—materials, narrative, and investor calibration

    Founder Alignment & Support

    • Maintain high-touch relationships with founding teams
    • Push for accountability without overstepping—own the “trusted challenger” seat
    • Act as the first escalation point for operational fire drills
    • Navigate difficult founder dynamics with maturity and clarity

    Analyst Team Management

    • Lead 1–2 analysts in tracking and interpreting portfolio data
    • Ensure output is accurate, timely, and IC-ready
    • Drive reporting discipline, deadline adherence, and performance visibility

    Investment Support & Execution

    • Support Principals on live deals: due diligence, benchmarking, IC memos
    • Review models, validate AOP assumptions, and identify operational risks pre-investment
    • Manage post-deal integration into the portfolio review system


    Who You Are

    • A buy-side trained portfolio manager, not just a transaction executor
    • Strong at handling complexity, ambiguity, and cross-functional founders
    • Can turn disorganized startup data into structured insights
    • Comfortable leading junior team members, reporting up to Principals, and working cross-border
    • Deep understanding of founder psychology, cap tables, burn, and operating leverage


    Required Experience

    • 3–5 years in venture capital, private equity, or cross-stage fund investing
    • Must have managed a portfolio of 5+ companies , including KPI and founder oversight
    • Must have supported AOP planning, follow-on fundraising, or company turnarounds
    • Must have closed at least 2 investments end-to-end on the buy-side
    • MBA or CA required OR strong proof of financial modeling, AOP structuring, and decision-prep ownership
    • Experience managing analysts or junior team members in fund settings is a plus


    Candidates with only investment banking, transaction advisory, or consulting backgrounds will not be considered.


    Compensation Structure

    • Total Annual Package: ₹6,50,000
    • ,00,000 fixed annual salary
    • 25,000 confirmed annual retention bonus (paid every 12 months)
    • 25,000 ESOP grant annually (each annual grant comes with its own vesting schedule)
    • Performance bonus (based on portfolio success and personal execution)
    • Carry participation (disclosed during the final interview stage)


    Fixed compensation is non-negotiable . All upside is earned through performance.

    This advertiser has chosen not to accept applicants from your region.

    SAP IM – Investment Management

    Noida, Uttar Pradesh Anicalls (Pty) Ltd

    Posted today

    Job Viewed

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    Job Description

    • 4 years of relevant consulting or investment management industry experience
    • 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
    • Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,
    This advertiser has chosen not to accept applicants from your region.

    SAP IM – Investment Management

    Mumbai, Maharashtra Anicalls (Pty) Ltd

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    • 4 years of relevant consulting or investment management industry experience
    • 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
    • Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,
    This advertiser has chosen not to accept applicants from your region.

    SAP IM – Investment Management

    Chennai, Tamil Nadu Anicalls (Pty) Ltd

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    • 4 years of relevant consulting or investment management industry experience
    • 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
    • Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,
    This advertiser has chosen not to accept applicants from your region.
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    SAP IM – Investment Management

    Hyderabad, Andhra Pradesh Anicalls (Pty) Ltd

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    • 4 years of relevant consulting or investment management industry experience
    • 5+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance, and operations
    • Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& Data conversion, application build, environment management, Testing,
    This advertiser has chosen not to accept applicants from your region.

    Venture Capital Investment Analyst

    Mumbai, Maharashtra Samarthya Investment Advisors

    Posted today

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    Job Description

    Full-Time Opportunity: Venture Capital Investment Analyst at Samarthya

    Location: Nariman Point, Mumbai / Bangalore / Chennai

    Commitment: Full-time 

    Requirements: NISM Series XIX-D exam (For Cat I and II AIF )


    About Us 

    Samarthya ( is an early-stage venture capital firm focused on investing in high-potential startups in deeptech, defencetech, AI and cleantech. We invest $500K to $3M and work closely with the founders to scale the businesses. We invest in bold founders building transformative businesses, providing strategic insights, access to our global network of experts, and operational support along with capital. 


    About the Role 

    We are looking for a highly motivated Venture Capital Investment Analyst to join our Investments team. This role offers hands-on experience to the world of early-stage investing, startup evaluation, portfolio company management and ecosystem engagement. You will work closely with the founder and partner of Samarthya, gaining insights into deal sourcing, deal evaluation, due diligence, portfolio management, and investor relations. 


    Key Responsibilities 

    • Deal Evaluation - Conduct market size analysis, evaluate products/services including technology moats (Intellectual Property/Patents), assess teams, business models, and financials, identify risk factors, and analyze competitive landscapes and funding histories. Prepare detailed investment notes on potential opportunities. 
    • Due Diligence – Support the investment team in commercial due diligence, financial due diligence, and legal due diligence and Coordinate with professional firms to oversee their diligence findings. 
    • Deal Sourcing – Assist in sourcing opportunities from founder networks, investment bankers and startup ecosystem. Screen startups, review pitch decks, and conduct preliminary assessments based on deal evaluation metrics. 
    • Portfolio Support – Engage with portfolio companies and assist in preparation of updates on the companies, assist founders with research and go to market strategies 
    • Ecosystem Engagement – Attend startup events, demo days, and network with founders, accelerators, and fellow investors. 
    • Internal Reports & Documentation – Assist in preparing compliance documentation and internal records. 
    • Investor Relations - Assist in making presentations for Limited Partners (LPs) as well as investor updates.


    What We’re Looking For 

    • NISM Series XIX-D exam is mandatory. 
    • Passion for startups, venture capital, and innovation. 
    • Strong analytical skills and ability to assess market trends and business models.
    • Excellent communication and presentation skills.
    • Ability to work independently in a fast-paced environment. 
    • Background in business, finance, economics, engineering, or related fields preferred (though not mandatory). 
    • Prior experience in startups, consulting, investment banking or finance is a plus. 
    • An insatiable hunger to learn. 


    What You’ll Gain 

    • First-hand exposure to the venture capital industry. 
    • Deep understanding of startup evaluation and investment processes. 
    • Networking opportunities with founders, investors, and industry leaders. 
    • A chance to contribute meaningfully to high-impact investment decisions by directly working on live deals. 
    • First hand experience of interacting with founders building exciting startups 


    If you’re excited about working at the intersection of startups and investing, we’d love to hear from you! 

    You can reach out to us at the following 


    Jatin Karani, Founder of Samarthya 

    Email:


    Hridaya Zaveri, Investment Analyst

    Email:

    This advertiser has chosen not to accept applicants from your region.
     

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