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

















