Lead Investment Data Analyst

CFA Institute; Boston (MA); Hybrid; USD 108,000 - 216,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K plan

Employee assistance programs

Job summary

Mercer Wealth seeks a Lead Investment Data Analyst to design and operate end-to-end data solutions that support OCIO and advisory teams. You will collaborate with portfolio managers, operations, risk, and client teams to translate requirements into scalable data products and APIs.

You will own data quality, lineage, metadata, and governance for investment datasets, and mentor a dispersed team of senior and junior analysts across regions.

Qualifications

• 10+ years building end-to-end data solutions in investment/asset management or OCIO.
• Deep knowledge of master data, holdings, transactions, pricing and benchmarks.
• Hands-on data engineering with SQL and scripting; cloud platforms experience.

Responsibilities

• Design and operate end-to-end investment data solutions (ingest → transform → store → serve).
• Collaborate with portfolio managers and operations to translate requirements into scalable data products.
• Own data quality, lineage, metadata, and governance for investment datasets.
• Mentor a dispersed team of senior and junior analysts.

Skills

Data engineering

Leadership

Stakeholder management

SQL

Mentoring

Tools

Python

Airflow

dbt

Spark

Cloud platforms (AWS/Azure/GCP)

Job description

Company: Mercer

Description:

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.

The successful candidate will be responsible for designing and operating robust data models, data pipelines, governance and quality processes, and for growing and mentoring a team of senior and junior data analysts that are geographically dispersed.

Lead Investment Data Analyst

We will count on you to:

• 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.

What you need to have:

• 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.

What makes you stand out:

• 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.

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.

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. 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, 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 [e-mail].

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 $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.

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.