Associate Director - Investments

Mercer; Gurugram District; Hybrid; INR 2,500,000 - 4,500,000; Full time

Job summary

Mercer, a Marsh affiliate, seeks an Associate Director – Investments for our Gurgaon hybrid team. You will lead end-to-end change management projects focused on optimizing investment performance reporting, with three days in office.

You will mentor junior analysts, collaborate with senior stakeholders, and drive data-driven improvement across reporting processes and performance metrics.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Business Management, Engineering, or related field.
• 10+ years of experience in change management, process improvement, or project management within investment performance reporting or asset management environments.
• Strong knowledge of investment performance measurement methodologies, risk analysis, and attribution techniques.
• Proven expertise in lean management, agile frameworks, and continuous improvement practices.

Responsibilities

• Lead end-to-end change management projects to optimize investment performance reporting.
• Apply lean methodologies to redesign workflows, reduce waste, and enhance data quality and reporting accuracy.
• Collaborate with senior stakeholders to align change strategies with business objectives.
• Mentor junior analysts and promote best practices in change management and investment reporting.
• Monitor change impact metrics and drive continuous improvement initiatives.
• Communicate complex change and performance insights clearly to technical and non-technical audiences.
• Manage multiple projects simultaneously, balancing priorities and resources effectively to meet deadlines and quality standards.

Skills

Change management

Process improvement

Project management

Stakeholder management

Mentoring junior staff

Education

Bachelor’s or Master’s degree in Finance, Economics, Business Management, Engineering

Tools

SQL

Python

Power BI

VBA

Excel

Job description

Job Description:

We are seeking a talented individual to join our Investments team at Mercer, a Marsh Business. This role will be based in Gurgaon This is a hybrid role that has a requirement of working at least three days a week in the office

Associate Director – Investments

Change Management – Investment Performance Reporting

We will count on you to:

• Lead end-to-end change management projects focused on optimizing investment performance reporting processes.
• Apply advanced lean methodologies to redesign workflows, reduce waste, and enhance data quality and reporting accuracy.
• Collaborate with senior stakeholders to align change strategies with business objectives.
• Mentor junior analysts and promote best practices in change management and investment reporting.
• Monitor change impact metrics and drive continuous improvement initiatives.
• Communicate complex change and performance insights clearly to technical and non-technical audiences.
• Manage multiple projects simultaneously, balancing priorities and resources effectively to meet deadlines and quality standards.
• Serve as a subject matter expert on investment performance methodologies, including TWRR, money-weighted returns (MWRR), attribution analysis, risk metrics, and private markets performance measures.
• Manage and strengthen relationships with clients and onshore stakeholders to foster trust and collaboration.
• Identify and pursue new opportunities to expand Marsh’s scope of work with clients.
• Lead onshore, joint onshore-offshore projects, ensuring seamless coordination and delivery.
• Communicate and showcase best practices implemented at Marsh across various forums to promote knowledge sharing.
• Proactively address client escalations and queries, working closely with the Account Management team to ensure timely resolution and maintain strong client relationships.

What You Need to Have:

• Bachelor’s or Master’s degree in Finance, Economics, Business Management, Engineering, or a related discipline.
• More than 10 years of experience in change management, process improvement, or project management within investment performance reporting or asset management environments.
• Strong knowledge of investment performance measurement methodologies, risk analysis, and attribution techniques.
• Proven expertise in lean management, agile frameworks, and continuous improvement practices.
• Experience with investment performance platforms (e.g., Eagle) and proficiency in data analysis tools such as SQL, VBA, Python, or Power BI.
• Excellent communication and stakeholder management skills, with the ability to influence at all organizational levels.
• Demonstrated ability to lead cross-functional teams and mentor junior staff.
• Relevant certifications such as PMP, Lean Six Sigma, CIPM, or CFA are highly desirable.
• Fluency in English; additional languages are a plus.

What makes you stand out :

• Good communication and interpersonal skills, with the ability to work collaboratively.
• Familiarity with Microsoft Office; exposure to data analysis tools (e.g., Excel, SQL, VBA, Python) is advantageous.
• Strong expertise in investment performance measurement methodologies, risk analysis, and attribution techniques.
• Proven experience leading change management or process improvement initiatives using lean, Six Sigma, or agile frameworks.

Why join our team:

• Your contributions will impact strategic decision-making and business performance.
• 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 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 92,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.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, 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 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.