Lead Specialist – Investments Reference Data Management

Company

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Marsh

Description

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

Lead Specialist – Investments Reference Data Management

Marsh is seeking an experienced Market Data Analyst to design, implement, and manage market data solutions across a complex financial services organization. This individual will play a key role in supporting the firm’s market data strategy, including data governance, vendor data management, and implementation of best-in-class tools and services to support both public and private markets .

The ideal candidate brings deep expertise with key market data vendors such as Bloomberg, FactSet, and Refinitiv (Reuters) , combined with hands-on experience building and scaling a market data management function within an investment or asset management environment.

We will count on you for

• Data Sourcing and Management

+ Perform analysis to acquire new datasets from internal and external sources.

+ Build and maintain relationships with external market data providers, from a day-to-day operational perspective

+ Understand and administer appropriate data permissions for investment professionals

+ Track and report on key metrics for data governance and ensure data quality and integrity throughout its lifecycle.

+ Conduct regular audits and reconciliations to ensure data accuracy and completeness.

• Data Analysis and Reporting

+ Monitor existing data feeds and identify ways to improve data flow, quality, and consumption.

+ Analyze market data to identify trends based on requests and design solutions the minimize the need for additional licenses.

+ Create and maintain processes to generate accurate and timely reports, helping stakeholders

• Cross-functional Collaboration

+ Support investment teams by handling data requests, onboarding new content, managing access, and resolving issues.

+ Liaise with various internal departments, solution partners regarding market data requests

+ Troubleshoot data issues by working with business and vendor teams

+ Address any data quality issues as part of the validation process

+ Understand the evolving data requirements of business partners and match them with the best market solutions.

• Market Data Strategy \& Implementation

+ Lead the rollout of a firmwide market data implementation practice , ensuring alignment with business, technology, and compliance goals.

+ Design an approach to rationalize market data requests from multiple stakeholders and a scalable solution to meet a varied range of needs

+ Define and implement data governance policies, usage standards, and cost optimization processes.

+ Evaluate, select, and integrate market data platforms (Bloomberg, FactSet, Reuters, and others) into business workflows and enterprise systems.

+ Review and interpret complex market data contracts to ensure compliance with licensing, entitlements, and redistribution policies.

+ Identify opportunities for cost savings, contract consolidation, and service optimization.

+ Present strategic recommendations and business cases to senior management on market data solutions and organizational impact.

• Data Governance \& Compliance

+ Develop and maintain data governance frameworks and operating models to ensure compliance with market data usage policies.

+ Partner with legal, compliance, and finance teams to oversee audit readiness and mitigate market data risk exposure.

• Market Data Analytics \& Optimization

+ Conduct usage analysis and reporting to optimize data consumption and reduce redundant feeds.

+ Support the development of dashboards, KPIs, and reporting tools to monitor data performance and costs.

Operating Style

• Embrace solving data challenges within a complex, siloed and global environment
• Be solution and delivery-oriented finding pathways to solutions by breaking down problems that are to be expected each step of the way
• Adapt to internal team and external team working styles flexing as needed
• Recognize when to take direction versus when to operate independently
• Balance selective use of escalation by driving to solutions with effective collaboration
• Engage closely with key stakeholders across business to identify reference data requirements and collaborate cross functionally to deliver data solutions.
• Strong communication to navigate an environment that lacks clarity with ability to make informed decisions on design with limited requirements using deep data analysis as aid
• Support and influence the development of Marsh’s overall data delivery strategy.
• Demonstrable interpersonal skills, with the ability to collaborate effectively with business stakeholders at all levels.

What you need to have

Business Skills

• Bachelor’s degree in Finance, Economics, Information Systems, or a related field (Master’s preferred).
• 7+ years of experience in market data management , data governance , or investment operations within financial services.
• Deep knowledge of Bloomberg, FactSet, and Reuters (Refinitiv) , including data licensing models and entitlement structures.
• Strong understanding of both public and private market investment data needs .
• Proven experience standing up or transforming a market data function , including governance and vendor relationship frameworks.
• Experience with market data inventory and cost management tools (e.g., MDM, DACS, FITS, TRG, MDSL).
• Exposure to cloud-based data distribution models and API integration.
• Understanding of index, reference, and alternative data landscapes.
• Strong proficiency in data management and analysis tools.
• Advanced Excel skills are essential
• Experience with SQL for d