We are seeking a talented individual to join our Investments team at Mercer, a Marsh Business. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office
Lead Specialist – Investments
Alternatives– Data Support
We will count on you to:
- Manage and support alternative asset data (private equity, real estate, hedge funds, infrastructure), ensuring data completeness, accuracy, and consistency.
- Validate, reconcile, and cleanse alternative asset data from multiple sources to maintain high data quality for reporting and analytics.
- Collaborate with alternative data vendors (e.g., iLevel, Preqin, S&P EDM, DealCloud, Altvia) and internal teams to ensure timely and accurate data delivery and issue resolution.
- Monitor and support data pipelines and workflows, ensuring smooth data ingestion, transformation, and integration into investment platforms.
- Assist in defining and tracking service level agreements (SLAs) and key performance indicators (KPIs) related to data quality and delivery.
- Document data processes, mappings, business rules, and support procedures to maintain transparency and operational efficiency.
- Support data governance initiatives including metadata management, data quality controls, and compliance with regulatory requirements.
- Use SQL and relational database tools to extract, analyze, and validate structured and unstructured data sets.
- Prepare and present data quality reports, dashboards, and insights to investment teams and management.
- Work collaboratively with cross-functional teams including investment research, portfolio management, technology, and risk to support data needs and resolve issues.
- Participate in continuous improvement projects to enhance data quality, operational processes, and automation.
- Support ad hoc data requests and analytics related to alternative investments.
What you need to have:
- Bachelor's degree in Finance, Economics, Mathematics/Statistics, Computer Science, Engineering, or a related quantitative discipline.
- 5+ years experience in data support, data operations, or analytics focused on alternative investments such as private equity, hedge funds, real estate, or infrastructure.
- Practical, hands-on proficiency in SQL and experience with relational databases (Oracle, SQL Server, MySQL) for data extraction, validation, and reconciliation.
- Familiarity with alternative asset data providers and platforms such as iLevel, Preqin, S&P EDM, DealCloud, or similar
- Direct operational experience working with alternatives data providers or platforms (e.g., iLevel, Preqin, S&P EDM, DealCloud, Altvia, Diligent Vault, Vidrio, HFR), including ingesting vendor feeds, mapping fields, and resolving data issues.
- Strong Excel skills, including advanced formulas, pivot tables, and lookup functions, for data analysis, reconciliation, and reporting.
- Solid understanding of alternative investment data elements and basic performance metrics such as commitments, NAV, cashflows, IRR, valuation dates, vintage, and exposures.
- Proven experience performing data validation, cleansing, and reconciliation across multiple source systems with strong attention to detail.
- Effective communication skills to collaborate with internal stakeholders (investment teams, technology, operations) and external vendors, with the ability to clearly explain data issues.
- Ability to manage multiple operational requests, meet deadlines, and prioritize tasks in a fast-paced environment.
What makes you stand out
- Direct operational experience working with alternatives data providers or platforms (e.g., iLevel, Preqin, S&P EDM, DealCloud, Altvia, Diligent Vault, Vidrio, HFR), including ingesting vendor feeds, mapping fields, and resolving data issues
- Detail-oriented and methodical with a strong focus on data accuracy and completeness
- Proactive in identifying data issues and suggesting practical solutions to improve data quality
- Ability to manage multiple tasks efficiently and prioritize work in a fast-paced environment
- Strong problem-solving skills with a hands-on approach to resolving data discrepancies
- Effective communicator who can clearly explain data issues to both technical and non-technical stakeholders
- Familiarity with alternative asset data providers and platforms such as iLevel, Preqin, S&P EDM, DealCloud, or similar
- Comfortable working independently as well as collaboratively within a team
- Eagerness to learn and adapt in a dynamic environment with evolving data needs
- Relevant certifications such as CFA Level I or CAIA are a plus but not mandatory
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
