Marsh McLennan

Investment Manager Research Specialist

Marsh McLennan$82K — $165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, or related field
  • 3+ years of relevant experience
  • Strong analytical skills with attention to detail
  • Excellent writing and communication abilities
  • Proficiency in Excel and Microsoft Office
  • Intellectual curiosity and adaptability

Responsibilities

  • Lead interviews with asset managers and industry leaders
  • Analyze and assess equity managers' potential value generation
  • Develop analytics and strategic research to meet client needs
  • Attend external conferences to enhance technical knowledge
  • Conduct quantitative analysis for research support
  • Engage in discussions to refine manager ratings
  • Support consultants in preparing for client meetings

Benefits

  • Professional development opportunities
  • Inclusive and vibrant work culture
  • Access to a variety of career progression paths
  • Comprehensive health and welfare benefits
  • Tuition assistance and 401K retirement programs
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.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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