Full Job Description
We are seeking a talented individual to join our Investment Research team at Mercer. 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.
Join Mercer's dynamic Manager Research team as an Investment Research Specialist and play a central role in shaping institutional investment recommendations alongside a global network of ~40 long-only equity specialists across nine countries. You'll lead in-depth due diligence on a variety of equity managers, craft forward-looking research that drives Mercer's recommended list and gain unmatched exposure to top asset managers while accelerating your career through hands-on training, collaborative mentorship, and real client impact.
We will count on you to:
- Participate in and/or lead interviews with portfolio management teams and business leaders.
- Gather and analyze information in order to identify and communicate those asset managers that Mercer believes are most likely able to generate value for our clients.
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
- Meet the needs of clients - including analytics, strategic research, etc.
- As appropriate, attend external conferences to help develop technical knowledge and personal career.
- Conduct quantitative analysis by developing and maintaining relevant data, charts, summary views, and detailed analysis in support of our research ratings across various research documents.
- 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:
- Bachelor's degree in finance, economics, or other business-related areas
- At least 2 years of applicable experience
- Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment
- Writing and communication skills
- Proficiency in Excel and Microsoft office
- Intellectual curiosity, tenacity and willingness to take on new opportunities
What makes you stand out?
- Interest in pursuing a CFA or MBA
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.
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.
The applicable base salary range for this role is $82,800 to $165,600.
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.