Lead Investment Data Analyst

About the role

We are seeking an experienced, business-savvy Lead Investment Data Analyst to join Mercer Wealth’s investment data function. This person will partner closely with Mercer’s North America OCIO & Advisory teams to deliver high-quality, end-to-end data solutions that support the multiple business units such as operations, investments, performance, business development, trading etc. The role combines hands-on data engineering and analytics with leadership, stakeholder management, and delivery accountability.

Responsibilities

• Lead design, development, and operationalization of end-to-end investment data solutions (ingest → transform → store → serve) that support OCIO & Advisory business needs.
• Collaborate with portfolio managers, OCIO operations, risk, performance, reporting, and client teams to translate requirements into pragmatic, scalable data solutions and APIs.
• Own data quality, lineage, metadata, and governance for investment datasets (reference data, positions, holdings, pricing, benchmarks, returns, exposures, allocations, transactions).
• Mentor and grow a mixed-seniority analyst team and serve as the primary data contact for senior Mercer Wealth stakeholders.

Requirements

• 10+ years building end-to-end data solutions in investment / asset management / OCIO environments, supporting multiple business units.
• Deep domain knowledge across master data, holdings, positions, transactions, pricing, benchmarks, returns, exposures, allocations, and corporate actions.
• Strong hands-on data engineering skills (SQL required; Python or another scripting language) and experience with cloud data platforms (AWS, Azure, or GCP preferred).
• Proven experience implementing data governance, lineage, metadata management, and data quality frameworks, plus prior people-lead or team-lead experience.

Qualifications

• Experience in large institutional wealth or bank environments (including proprietary funds or fund-of-funds) and familiarity with Eagle PACE / Markit EDM or equivalent.
• Knowledge of investment data vendors and standards (Bloomberg, Refinitiv, SimCorp, IHS Markit, FpML, ISO 20022).
• Hands-on experience with modern orchestration and transformation tools (Airflow, dbt, Spark) and data catalog/observability tools.
• Cloud-native architecture, infrastructure-as-code experience, and relevant certifications (CDMP, cloud certs, CFA/CAIA, Scrum) are a plus.

Benefits

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. Mercer is a business of Marsh (NYSE: MRSH), 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.

Pay

The applicable base salary range for this role is $108,000 to $216,000. 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.

Schedule

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. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.