Research Manager

5 hours, 39 minutes ago
Full-time
Junior
Data Science and Analytics
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

Description

  • Collect, analyze, and maintain asset-class data and performance metrics for ETFs, mutual funds, and SMAs.
  • Assist with designing and evaluating investment frameworks, portfolios, and SMA strategies.
  • Conduct initial and ongoing due diligence on traditional, systematic, and quantitative investment managers.
  • Build, monitor, and refine tools for performance attribution and risk analysis.
  • Draft and maintain strategy memos incorporating due diligence, manager engagement, and quantitative monitoring.
  • Prepare investment materials and analysis for the Investment Committee and related subcommittees.
  • Contribute to capital markets research and educational content for internal stakeholders.
  • Maintain investment policies and procedures and assist with regulatory audits and documentation reviews.

Requirements

  • Bachelor’s degree in finance, economics, statistics, computer science, or a related field.
  • 2–4 years of experience in investment research, portfolio analysis, or a related field.
  • Strong analytical and quantitative skills, including familiarity with statistical analysis and financial modeling.
  • Proficiency with Excel.
  • Experience with YCharts, FactSet, Bloomberg, Morningstar, or similar tools preferred.
  • Progress toward the CFA designation or an advanced degree preferred.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks with accuracy and attention to detail.
  • Ability to work independently and collaboratively in a remote or hybrid environment.
  • Willingness to travel approximately 5–10%.

Benefits

  • Base salary of $120,000–$135,000, plus eligibility for incentive compensation.
  • Medical, dental, vision, HSA, dependent care, and supplemental insurance plans.
  • Company-paid life, AD&D, short- and long-term disability insurance.
  • 14 company-paid holidays and generous paid time off.
  • Paid parental leave, family medical leave, and adoption assistance.
  • 401(k) plan with traditional and Roth options and employer matching.
  • Employee assistance, concierge care, pet insurance, and preferred-price financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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