Senior Research Manager

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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.

🎯 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