Equity Research Specialist

Marsh McLennan•Boston, MA

11d•$104,400 - $208,800•Hybrid

About The Position

We are seeking a talented individual to join our Investment Research team at Mercer, a Marsh business. This role will be based in Chicago or Boston. This is a hybrid role that has a requirement of working at least three days a week in the office. As an Equity Research Specialist, you will be part of Mercer’s global team of approximately 40 equity research specialists spread across 9 countries, working collaboratively with other members on the team, interact with asset managers, and support investment consultants with the goal of bringing equity managers to clients globally. You’ll have the opportunity to synthesize Mercer’s view through a forward looking research report that articulates why Mercer believes a manager’s strategy will outperform its respective benchmark over a full market cycle.

Requirements

BA/BS degree in finance, economics, or other business-related areas having strong quantitative and analytical analysis
5-10 years of fund research/manager due diligence experience
Intellectual curiosity, tenacity and willingness to take on new opportunities
Strong analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment
Strong writing and communication skills
Working knowledge of MS Office

Nice To Haves

MBA and/or CFA
General knowledge of Environmental Social Governance (ESG) investing

Responsibilities

Proactively lead interviews with portfolio management teams and business leaders
Gather and analyze information in order to identify and communicate asset managers that Mercer believes are most likely able to generate value for clients
Provide insights and advice to clients and consultants on a wide variety of equity investment strategies (e.g., US & Non-US) equity investment strategies, including how the products can enhance a client’s existing plan
Present Mercer’s views on how to build effective exposures to equity structures, including how specific managers can enhance a client’s return/risk profile as well as how best to achieve this result through the selection of individual equity strategies
Extend Mercer’s thought leadership in the industry by presenting Mercer’s views at internal and external conferences
Where applicable, provide mentoring and support to the broader equity research team
Contribute to post meeting discussions covering key issues and recommended manager ratings
Provide ad hoc support to consultants in preparing for internal and external research meetings
Assist in the preparation for direct client discussions on managers/strategies