Company:Mercer
Description:We are seeking a talented individual to join our Investment Research team at Mercer, a Marsh business. This role will be based in Chicago or Boston. This is a hybrid role that has a requirement of working at least three days a week in the office.
As an Equity Research Specialist
, you will be part of Mercer's global team of approximately 40 equity research specialists spread across 9 countries, working collaboratively with other members on the team, interact with asset managers, and support investment consultants with the goal of bringing equity managers to clients globally. You'll have the opportunity to synthesize Mercer's view through a forward looking research report that articulates why Mercer believes a manager's strategy will outperform its respective benchmark over a full market cycle.
We will count on you to:- Proactively lead interviews with portfolio management teams and business leaders
- Gather and analyze information in order to identify and communicate asset managers that Mercer believes are most likely able to generate value for clients
- Provide insights and advice to clients and consultants on a wide variety of equity investment strategies (e.g., US & Non-US) equity investment strategies, including how the products can enhance a client's existing plan
- Present Mercer's views on how to build effective exposures to equity structures, including how specific managers can enhance a client's return/risk profile as well as how best to achieve this result through the selection of individual equity strategies
- Extend Mercer's thought leadership in the industry by presenting Mercer's views at internal and external conferences
- Where applicable, provide mentoring and support to the broader equity research team
- Contribute to post meeting discussions covering key issues and recommended manager ratings
- Provide ad hoc support to consultants in preparing for internal and external research meetings
- Assist in the preparation for direct client discussions on managers/strategies
What you need to have: - BA/BS degree in finance, economics, or other business-related areas having strong quantitative and analytical analysis
- 5-10 years of fund research/manager due diligence experience
- Intellectual curiosity, tenacity and willingness to take on new opportunities
- Strong analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment
- Strong writing and communication skills
- Working knowledge of MS Office
What makes you stand out?- MBA and/or CFA
- General knowledge of Environmental Social Governance (ESG) investing
Why join our team:- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
The applicable base salary range for this role is $104,400 to $208,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
