Hybrid Investment Research Specialist

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About the role

  • Investment Research Specialist at Mercer evaluating multi-asset strategies and leading investment research to influence investment decisions. Collaborate with global asset class experts and develop insightful research reports.

Responsibilities

  • Conduct in-depth due diligence on investment management firms and multi-asset strategies to support Mercer’s recommended list and ongoing monitoring
  • Lead and/or participate in manager interviews with portfolio management teams and business leadership.
  • Perform qualitative assessment of investment teams and organizations, including philosophy, process, portfolio construction, risk management, implementation, capacity, fees, and business stability
  • Build and maintain analytical content across research deliverables, for example data sets, charts, summary views, dashboards and tables, and supporting detail that underpin research ratings and recommendations
  • Produce high-quality written research, for example forward-looking research reports or manager research notes that explain Mercer’s conviction — why a strategy may outperform its benchmark or achieve its return objective over time — supported by clear evidence and risk discussion
  • Contribute to post-meeting discussions and the development of recommended manager ratings, documenting key issues, rationale and monitoring priorities
  • Attend external conferences, as appropriate, to develop technical knowledge and advance your career
  • Provide ad hoc support to consultants in preparing for internal and external research meetings
  • Assist in the preparation for direct client discussions on managers and strategies

Requirements

  • Bachelor of Arts or Bachelor of Science (BA/BS) degree in finance, economics, or other business-related areas
  • Three or more years of investment experience (e.g., investment research, multi-asset research, manager research and due diligence, portfolio analytics, institutional consulting support)
  • Demonstrated capability in quantitative analysis and comfort working with investment data (for example, performance and risk, peer and benchmark comparisons, multi-manager, and multi-asset contexts)
  • Strong writing and communication skills — able to synthesize complex analysis into clear, decision-oriented research and discussion points
  • Strong organizational skills and attention to detail; able to manage multiple priorities in a dynamic environment
  • Proficiency in Excel and other Microsoft Office applications
  • Intellectual curiosity, tenacity and a willingness to take on new opportunities
  • Willingness to learn

Benefits

  • Health and welfare benefits
  • Tuition assistance
  • 401K savings and other retirement programs
  • Employee assistance programs

Job title

Investment Research Specialist

Job type

Experience level

Mid levelSenior

Salary

$82,800 - $165,600 per year

Degree requirement

Bachelor's Degree

Location requirements

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