Investment Data Solutions Specialist

Company:

Marsh

Description:

We are seeking a talented individual to join our Data Solutions team, part of our  people and investments business at Marsh. This role will be based in Boston. This is a hybrid role that has a requirement of working at least three days a week in the office. 

The Data Solutions Team sits within the Operations function and is responsible for data strategy, workflow design and vision for Mercer IS, ensuring that initiatives and practices align with broader business objectives and data governance principles.  This requires broad thinking and collaboration across multiple stakeholders, including Performance, Portfolio Management, Operations, Compliance, and Technology.  The role partners closely with the Performance and Benchmark Teams to understand and support delivery of their specific capabilities and requirements, working closely with platform providers and technology teams to implement tailored, fit-for-purpose solutions.  Responsibilities include a blend of oversight and leadership with hands-on delivery of work.

 

We will count on you to: 

• Strategy Definition & Leadership
  • Lead the execution of the data strategy by rolling out solutions that adhere to data governance, management, and quality principles, ensuring they meet the evolving needs of the performance teams and performance stakeholders.
  • Partner with data team peers as well as performance and benchmark stakeholders to develop solutions for the flow and governance of critical performance and performance-related data for use across the firm.
• Roadmap, Delivery & Measurement
  • In partnership with the Performance and Program leadership, create a clear roadmap for the development of Marsh's performance and benchmark solutions capabilities, orchestrating impactful programs of work that transform operational and reporting practices.
  • Prioritize and sequence activities within this roadmap in collaboration with business and technology colleagues, focusing on delivering immediate value while building long-term capabilities; manage data analyst team capacity and take hands-on approach to balancing workload.
• Continuous Improvement & Innovation
  • Collaborate with business and technology colleagues to identify opportunities for data and workflow innovation that advance the data strategy and position Marsh as a leader in the investment space.
  • Encourage a "tech first" environment that encourages continuous improvement and use of our AI toolkit, integrating this focus into the strategic backlog for data-related changes.

 

What you need to have:  

• 10+ years of experience in the Asset Management industry, with exposure to investment data ecosystems and hands on experience with investment accounting, benchmark and performance data workflow.
• Strong communication skills to convey data concepts and business outcomes effectively and build relationships with key business partners.
• Ability to work under pressure and balance competing priorities while maintaining a results-oriented focus.
• Enthusiasm for solving problems through data, technology and connecting the dots.

 

What makes you stand out? 

• Proven track record of collaborating with business partners to develop innovative solutions and design ideas that address evolving business needs in investments.
• Experience contributing to strategic visions and roadmaps for business change, ideally with a global target operating model lens.
• Demonstrated ability to influence without authority and lead direct and dotted-line teams to a common goal.
• Experience adopting modern data and technology tools including but not limited to AI; experience with FactSet for Performance and Analytics

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.  

 

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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 reasonableaccommodations@marsh.com.

Marsh 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 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.

The applicable base salary range for this role is $90,000 to $180,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.