Investment Data Solutions Specialist

Marsh McLennan • Boston, MA

1d • $90,000 - $180,000 • Hybrid

About The Position

Marsh is seeking an Investment Data Solutions Specialist to join its Data Solutions team within the people and investments business. The role is based in Boston and is hybrid, with at least three days per week in the office. The Data Solutions team is part of Operations and is responsible for data strategy, workflow design, and vision for Mercer IS, aligning initiatives with business objectives and data governance principles. The role collaborates with Performance, Portfolio Management, Operations, Compliance, Technology, platform providers, and other stakeholders, with a mix of oversight, leadership, and hands-on delivery.

The specialist leads execution of the data strategy, developing solutions for the flow and governance of performance and related data. In partnership with Performance and Program leadership, the role creates and prioritizes a roadmap for performance and benchmark capabilities, coordinates programs of work, and manages data analyst team capacity. The role also identifies data and workflow innovation opportunities and promotes continuous improvement, including use of Marsh's AI toolkit.

Requirements

• 10+ years of experience in the asset management industry.
• Exposure to investment data ecosystems and hands-on experience with investment accounting, benchmark, and performance data workflows.
• Strong communication skills to explain data concepts and business outcomes 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.

Nice To Haves

• Proven track record of collaborating with business partners to develop innovative solutions and design ideas that address evolving investment business needs.
• 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 toward a common goal.
• Experience adopting modern data and technology tools, including AI.
• Experience with FactSet for Performance and Analytics.

Responsibilities

• Lead execution of the data strategy through solutions aligned with data governance, management, and quality principles and the needs of performance teams and stakeholders.
• Partner with data team peers and performance and benchmark stakeholders to develop solutions for the flow and governance of critical performance and related data across the firm.
• Create a roadmap for developing performance and benchmark solution capabilities in partnership with Performance and Program leadership.
• Orchestrate programs of work that transform operational and reporting practices.
• Prioritize and sequence roadmap activities with business and technology colleagues to deliver immediate value while building long-term capabilities.
• Manage data analyst team capacity and balance workload through a hands-on approach.
• Collaborate with business and technology colleagues to identify data and workflow innovation opportunities that advance the data strategy.
• Promote a tech-first environment, continuous improvement, and use of the AI toolkit, incorporating these priorities into the strategic backlog for data-related changes.

Benefits

• Professional development opportunities.
• Health and welfare benefits.
• Tuition assistance.
• 401K savings and other retirement programs.
• Employee assistance programs.
• May be eligible for performance-based incentives.
• Competitive total rewards package.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed