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Mercer Advisors

A family office for your family.

Senior Research Manager

ManagerManagerFull TimeRemoteSeniorTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

10 days ago

Salary

$120K - $140K / year

Seniority

Senior

Postgraduate Degree5 yrs expExperience acceptedEnglishPythonSQLVBA

Job Description

Senior Research Manager

Mercer Advisors

• The Senior Research Manager is a key contributor within Mercer Advisors’ Investment Management Group (IMG), responsible for the oversight and implementation of the firm’s investment solutions across billable AUM. • Support the investment research process through manager due diligence, capital markets research, performance analysis, and documentation of investment policies and procedures. • Work closely with the Director, Investment Research, and other members of the Investment Research Team to ensure the integrity and effectiveness of the firm’s investment platform. • Collect, analyze, and maintain asset class-level data and performance metrics with a focus on fixed income, special solutions, and derivative instruments. • Take a leadership role in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies. • Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies. • 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. • Collaborate with the Director, Investment Research on regulatory audits and internal documentation reviews.

Job Requirements

  • MBA or CFA preferred; candidates with backgrounds in computer science, engineering, statistics, or related quantitative fields are also encouraged to apply.
  • Minimum 5–7 years of experience in investment research, portfolio analysis, or related field.
  • Deep understanding of financial markets, portfolio theory, asset class structures, fund manager attribution analysis, derivatives, risk management, and statistical modeling.
  • Proficient programming skills (e.g. R, Python, SQL, and/or Microsoft VBA).
  • Experience in data management, including working with financial market data vendors (e.g. Ycharts, FactSet, Bloomberg, Morningstar, S&P Global DataInsight), database construction (e.g. Microsoft Fabric) and data visualization tools; experience with Orion, Custom Direct Indexing, a plus.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple time-sensitive projects with a high degree of accuracy and attention to detail.
  • Ability to lead ad hoc working group projects on behalf of the Investment Committee.
  • Comfortable working independently and collaboratively in a remote or hybrid team environment.

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

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