Research Manager

Posted 5hrs ago

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Job Description

Research Manager analyzing asset-class data, portfolio performance, and investment managers. Supporting Mercer Advisors’ investment solutions, committee materials, policies, and regulatory documentation.

Responsibilities:

  • Support Mercer Advisors’ Investment Management Group, which oversees and implements investment solutions across billable AUM
  • Collect, analyze, and maintain asset class-level data and performance metrics, focusing on equity and fixed income ETFs, mutual funds, and SMAs
  • Assist in designing and evaluating asset class investment frameworks, portfolios, and SMA strategies
  • Assist with initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies
  • Build, monitor, and refine tools for performance attribution and risk management with senior team members
  • Draft, maintain, and update strategy memos incorporating due diligence questionnaires, manager engagement, and quantitative monitoring reports
  • Prepare materials and analysis for the Investment Committee and sub-committees
  • Contribute to capital markets research and educational content for internal stakeholders
  • Support documentation and maintenance of departmental investment policies and procedures
  • Assist with regulatory audits and internal documentation reviews
  • Travel approximately 5–10%

Requirements:

  • Bachelor’s degree in finance, economics, statistics, computer science or a related field
  • 2–4 years of experience in investment research, portfolio analysis, or a related area
  • Strong analytical and quantitative skills
  • Familiarity with statistical analysis and financial modeling
  • Proficiency with Excel
  • Experience with YCharts, FactSet, Bloomberg, Morningstar or similar tools is preferred
  • Strong written and verbal communication skills
  • Ability to manage multiple tasks with attention to detail and accuracy
  • Comfortable working independently and collaboratively in a remote or hybrid team environment
  • Progress toward CFA or an advanced degree is a plus

Benefits:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care
  • 14 Company Paid Holidays including a full week off at Thanksgiving
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for caring needs
  • 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance at preferred employee pricing
  • Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs
  • Flexible, national footprint and remote or hybrid team environment