Investment Research – Specialist, Fixed Income

Marsh McLennan•Chicago, IL

2d•Hybrid

About The Position

We are seeking a talented individual to join our Investment Fixed Income Manager Research Team at Mercer. This role will be based in Chicago, IL & Minneapolis, MN. This is a hybrid role that has a requirement of working at least three days a week in the office. This is an opportunity to participate and undertake detailed due diligence of fixed income strategies, ultimately proposing strategies for Mercer's recommended list by synthesizing 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. In this role, you will have access to a wide variety of asset managers via participation in meetings.

Requirements

At least 3-5 years of applicable experience
BA/BS degree in finance, economics, or other business-related areas.
Intellectual curiosity, tenacity and willingness to take on new opportunities.
Willingness to learn.
Writing and communication skills.
Demonstrated ability to synthesize and summarize complicated investment concepts into easy-to-read research reports is critical.
Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment.
Proficiency in Excel and Microsoft office.

Nice To Haves

CFA or MBA, or interest in pursuing
A background in asset manager due diligence or fixed income capital markets.

Responsibilities

Participate in and/or lead interviews with portfolio management teams and business leaders
Gather and analyze information in order to identify and communicate those asset managers that Mercer believes are most likely able to generate value for our clients
Thrive and be motivated by an environment that embraces AI and technology-enabled tools
Meet the needs of clients – including analytics and strategic research
As appropriate, attend external conferences to help develop technical knowledge and personal career
Conduct quantitative analysis by developing and maintaining relevant data, charts, summary views, and detailed analysis in support of our research ratings across various research documents.
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.
As appropriate, contribute to the generation of Mercer’s intellectual capital within the fixed income asset class.
Contribute to revenue growth through direct research client projects as well as supporting the advisory and OCIO business.
Growth of personal skill set through working collaboratively with members on the team and interactions with asset managers and investment consultants
Opportunities to learn from a well-resourced research team and be supported along the way.
Gather and collate data from a variety of sources in a timely manner using appropriate methods to meet the specific information needs of consultants.