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Investment Specialist

2 months, 3 weeks ago
United States
Full-time
Mid Level
Financial Analyst
Finance and Accounting
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Provide analytical and sales support to Sr. Investment Strategists across prospective client opportunities, new-to-firm clients, and internal business partners.
  • Analyze prospective client investment portfolios and create customized portfolio illustrations aligned with the firm’s investment philosophy and platform.
  • Develop a strong understanding of the firm’s investment platform and philosophy to support client and internal presentations.
  • Deliver relevant portfolio and market insights to help prepare for sales presentations and industry events.
  • Represent Sr. Investment Strategists in key business partner and asset manager meetings.
  • Participate in prospective and new-to-firm client meetings when appropriate and successful in the role.
  • Support internal sales teams and advisors with investment thought leadership and expert insights.
  • Work across multiple time-sensitive projects in a fast-paced, detail-oriented environment.

Requirements

  • 3-5 years of investment professional experience preferred, ideally at an independent wealth management firm, RIA, or similar firm.
  • Comprehensive understanding of public markets, portfolio design, complex investment vehicles, and investment models.
  • Strong quantitative skills.
  • Advanced Excel skills required.
  • Working knowledge of YCharts, Morningstar, and Emoney is a plus.
  • Familiarity with alternative investments and quantitative, factor-based investing is preferred.
  • Series 65 required, or obtained within 3 months of start date unless exempt due to a professional designation such as CFA or CFP.
  • CFA Charter or CAIA is a plus.
  • Ability to communicate effectively and frequently with multiple stakeholders working remotely.
  • Availability during standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.

Benefits

  • Base pay range of $90,000 to $100,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Health coverage options including three Cigna medical plans, Kaiser plans in California, dental, vision, and HSA contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus maternity benefits and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, company match, and after-tax contribution option.
  • Employee assistance, concierge services, pet insurance, and preferred employee pricing on personalized financial planning and guidance.

Interested in this position?

Apply directly on the company website

Apply Now

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