Research Manager

Summary

Mercer Advisors is a financial advisory firm that integrates financial planning, investment management, tax, estate, insurance, and related services for families across the United States. The Research Manager supports the investment research process through asset market analysis, investment manager due diligence, performance analysis, portfolio research, documentation, and preparation of materials for investment committees.

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

Skills

• 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 area
• Strong analytical and quantitative skills; familiarity with statistical analysis and financial modeling
• Proficiency with Excel
• 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
• No heavy lifting over 10 lbs
• Travel: Estimate 5-10%
• Progress toward CFA or advanced degree is a plus
• Experience with YCharts, FactSet, Bloomberg, Morningstar or similar tools is preferred

Qualifications

Must Haves

• 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 area
• Strong analytical and quantitative skills; familiarity with statistical analysis and financial modeling
• Proficiency with Excel
• 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
• No heavy lifting over 10 lbs
• Travel: Estimate 5-10%

Nice to Haves

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

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