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Senior Investment Data Analyst

3 months ago

Charlotte, United States Mercer Full time

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees — whether we are designing affordable health plans, assuring income for retirement, or aligning workers with workforce needs.

Mercer is seeking candidates for the following position based out of the Boston(preferred), Washington, D.C., Charlotte or New York office:

Senior Data Analyst – Investment Solutions

What can you expect?

  • An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – Investment Solutions
  • As part of our Global Data Team, the successful candidate will play a key role in developing our data capabilities for North America while maintaining a global perspective collaborating with global data teams across Europe and APAC
  • You will be a key player in our exciting data transformation program and will be part of an entrepreneurial and innovative culture.
  • The role will be impactful and varied, from hands-on to strategic.

What is in it for you?

  • Employee friendly policies
  • Health care and insurance for you and your dependents
  • Healthy Work life balance
  • A great working environment
  • Flexible benefits packages to suit your needs and lifestyle.
  • Future career opportunities across a global organization

We will count on you to: 

  • Drive the delivery of key data management initiatives as a liaison and close partner to business to ensure alignment to organizational goals.
  • Engage closely with key stakeholders across business to identify data requirements and collaborate cross functionally to deliver data solutions.
  • Develop a thorough understanding and clearly document requirements, data mappings, dependencies, data definitions, specifications and business processes including data flows.
  • Drive engagement with stakeholders, propose and implement ways to continuously enhance adoption and data usage practices.
  • Identify creative methods to drive alignment on ideas, implementation approaches across business, data and technology teams both internally as well as external solution partners.
  • Develop and implement scalable data solutions to support 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 data solutions addressing all areas of investment management lifecycle.
  • Support and influence the development of Mercer’s overall data delivery strategy.

What you need to have: 

  • 5+ years experience working either directly in the finance industry in a data related role for example, at an Investment Manager or Custodian or for a vendor providing services to the buy side.
  • Provide thought leadership on designing data capabilities for investment and asset management business functions across front-office, middle-office and back-office workflows.
  • Possess strong conceptual understanding of investment management processes, financial markets, custodial services, investment operational data needs, portfolio management reporting & monitoring.
  • Bring familiarity with integrating disparate data eco systems, data models and supported business workflows.
  • Demonstrate a deep understanding of front, middle, and back-office functions within the investment management, wealth management or asset management industry.
  • Experience dealing with a range of financial market related data sets and asset classes.
  • Experience with data modelling, ETL processes, and database management systems, with a focus on supporting business needs.
  • Familiarity with data governance principles and practices, including metadata management and data quality assurance.
  • Demonstrable communication and interpersonal skills, with the ability to collaborate effectively with business stakeholders at all levels.
  • Strong analytical skills using tools such as PowerPoint, Word, Excel and SQL skills
  • Strong proficiency in RDBMS, structured and unstructured data analysis

What makes you stand out?

  • Outcome oriented, energetic, proactive, critical thinking and a desire to see things done efficiently.
  • Entrepreneurial approach to problem solving balancing the needs for tactical and strategic solutions.
  • Ability to look for quick wins for the business teams using principles of design thinking in an agile delivery model.
  • Ability to work with competing priorities and facilitate prioritization discussions with the business.
  • Ability to work in a plan, build, and 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 management and engaging with a variety of stakeholders.
  • Excellent problem-solving skills and the ability to work independently in a fast-paced, dynamic environment.
  • Experience with software used for trading and financial data management such as Eagle, State Street Alpha, CRD, Aladdin, Factset, Bloomberg is a strong plus.
  • Certifications such as CAIA, CIPM, or CFA is a strong plus.

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 mercer.com. 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, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting TANA@mmc.com