Marsh McLennan

Investment Research – Specialist, Fixed Income

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

Qualifications

  • 3-5 years of relevant experience in investment research or a related field
  • BA/BS in finance, economics, or business-related discipline
  • Strong writing and communication skills for clear research reporting
  • Analytical mindset with attention to detail and multitasking ability
  • Proficiency in Excel and Microsoft Office suite
  • Intellectual curiosity and a willingness to learn

Responsibilities

  • Participate and lead interviews with asset managers and business leaders
  • Analyze information to identify top-performing asset managers
  • Engage with AI and technology tools to enhance research capabilities
  • Attend external conferences for professional growth and knowledge enhancement
  • Conduct quantitative analysis to support research ratings and documentation
  • Contribute to client discussions and internal meetings regarding managers
  • Support revenue growth through various internal research projects

Benefits

  • Professional development opportunities and engaging work
  • Supportive and inclusive team culture
  • Range of career opportunities and attractive benefits package
Full Job Description

We are seeking a talented individual to join our Investment Fixed Income Manager Research Team at Mercer. This role will be based in Chicago, IL & Minneapolis, MN. This is a hybrid role that has a requirement of working at least three days a week in the office.

This is an opportunity to participate and undertake detailed due diligence of fixed income strategies, ultimately proposing strategies for Mercer's recommended list by synthesizing 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. In this role, you will have access to a wide variety of asset managers via participation in meetings.

Investment Research 6 Specialist, Fixed Income

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 6 including analytics and strategic research

  • 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.

  • As appropriate, contribute to the generation of Mercers intellectual capital within the fixed income asset class.

  • Contribute to revenue growth through direct research client projects as well as supporting the advisory and OCIO business.

  • Growth of personal skill set through working collaboratively with members on the team and interactions with asset managers and investment consultants

  • Opportunities to learn from a well-resourced research team and be supported along the way.

  • Gather and collate data from a variety of sources in a timely manner using appropriate methods to meet the specific information needs of consultants.

What you need to have:

  • At least 3-5 years of applicable experience

  • BA/BS degree in finance, economics, or other business-related areas.

  • Intellectual curiosity, tenacity and willingness to take on new opportunities.

  • Willingness to learn.

  • Writing and communication skills. Demonstrated ability to synthesize and summarize complicated investment concepts into easy-to-read research reports is critical.

  • Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment.

  • Proficiency in Excel and Microsoft office.

What makes you stand out:

  • CFA or MBA, or interest in pursuing

  • A background in asset manager due diligence or fixed income capital markets.

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.

    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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