Investment Research – Specialist, Fixed Income

Marsh McLennan•Minneapolis, MN

2d•$82,800 - $165,600•Hybrid

About The Position

This role is within Mercer's Investment Fixed Income Manager Research Team. The primary focus is to conduct detailed due diligence of fixed income strategies and propose strategies for Mercer's recommended list. This involves synthesizing Mercer's view through research reports that articulate why a manager's strategy is expected to outperform its benchmark over a full market cycle. The role provides access to a wide variety of asset managers through meeting participation.

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 to identify and communicate asset managers that Mercer believes can generate value for clients
Thrive in an environment that embraces AI and technology-enabled tools
Meet client needs, including analytics and strategic research
Attend external conferences to develop technical knowledge and personal career
Conduct quantitative analysis by developing and maintaining relevant data, charts, summary views, and detailed analysis in support of research ratings
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
Contribute to the generation of Mercer’s intellectual capital within the fixed income asset class
Contribute to revenue growth through direct research client projects and supporting the advisory and OCIO business
Grow personal skill set through collaboration with team members and interactions with asset managers and investment consultants
Learn from a well-resourced research team and receive support
Gather and collate data from a variety of sources in a timely manner using appropriate methods to meet specific information needs of consultants