Research Manager

Mercer Advisors

53d • $120,000 - $135,000 • Hybrid

About The Position

The Research Manager is a key member of Mercer Advisors’ Investment Management Group (IMG), which oversees and implements the firm’s investment solutions across billable AUM. These solutions include portfolio strategies, separately managed accounts (SMAs), mutual funds, ETFs, and private investment vehicles. In this role, the Manager will support the investment research process through data collection, manager research, performance analysis, and documentation. The position offers an opportunity to develop expertise in investment research and portfolio construction while contributing to the integrity and effectiveness of the firm’s investment platform.

Requirements

• Bachelor’s degree in finance, economics, statistics, computer science or a related field; progress toward CFA or advanced degree is a plus.
• 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.

Nice To Haves

• progress toward CFA or advanced degree is a plus.
• experience with YCharts, FactSet, Bloomberg, Morningstar or similar tools is preferred.

Responsibilities

• Collect, analyze, and maintain asset class-level data and performance metrics (e.g. Modern Portfolio Theory statistics), with a focus on equity and fixed income ETFs, mutual funds, and separately managed accounts (SMAs).
• Assist in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.
• Assist in the initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.
• Work with senior team members to build, monitor, and refine tools to analyze performance attribution and risk management.
• Draft, maintain, and update detailed memos on strategies – incorporating due diligence questionnaires, fund manager engagement and quantitative monitoring reports – that adhere to compliance and operational guidelines.
• Prepare materials and analysis for Mercer Advisors’ Investment Committee and sub-committees.
• Contribute to capital markets research and assist in the development of educational content for internal stakeholders.
• Support the documentation and maintenance of departmental investment policies and procedures.
• Assist with regulatory audits and internal documentation reviews.

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) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level