Investment Research Specialist

Mercer•Chicago, IL

14h•$82,800 - $165,600•Hybrid

About The Position

Join Mercer’s dynamic Manager Research team as an Investment Research Specialist and play a central role in shaping institutional investment recommendations alongside a global network of 40 long‑only equity specialists across nine countries. You’ll lead in-depth due diligence on a variety of equity managers, craft forward‑looking research that drives Mercer’s recommended list and gain unmatched exposure to top asset managers while accelerating your career through hands‑on training, collaborative mentorship, and real client impact.

Requirements

Bachelor’s degree in finance, economics, or other business-related areas
At least 3 years of applicable experience
Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment
Writing and communication skills
Proficiency in Excel and Microsoft office
Intellectual curiosity, tenacity and willingness to take on new opportunities

Nice To Haves

Interest in pursuing a CFA or MBA

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.
Meet the needs of clients – including analytics, strategic research, etc.
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.