Research Manager

🕒 vor 11 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $120.000 - $135.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

👔 Manager

👻 Geisterscore 0%

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🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Mercer Advisors

Mercer Advisors

501 - 1000 Mitarbeiter

Gegründet 1985

🛡️ Versicherung

💼 Beratung

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• Support Mercer Advisors’ Investment Management Group, which oversees and implements investment solutions across billable AUM • Collect, analyze, and maintain asset class-level data and performance metrics, focusing on equity and fixed income ETFs, mutual funds, and SMAs • Assist in designing and evaluating asset class investment frameworks, portfolios, and SMA strategies • Assist with initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies • Build, monitor, and refine tools for performance attribution and risk management with senior team members • Draft, maintain, and update strategy memos incorporating due diligence questionnaires, manager engagement, and quantitative monitoring reports • Prepare materials and analysis for the Investment Committee and sub-committees • Contribute to capital markets research and educational content for internal stakeholders • Support documentation and maintenance of departmental investment policies and procedures • Assist with regulatory audits and internal documentation reviews • Travel approximately 5–10%

🎯 Anforderungen

• Bachelor’s degree in finance, economics, statistics, computer science or a related field • 2–4 years of experience in investment research, portfolio analysis, or a related area • Strong analytical and quantitative skills • Familiarity with statistical analysis and financial modeling • Proficiency with Excel • Experience with YCharts, FactSet, Bloomberg, Morningstar or similar tools is preferred • Strong written and verbal communication skills • Ability to manage multiple tasks with attention to detail and accuracy • Comfortable working independently and collaboratively in a remote or hybrid team environment • Progress toward CFA or an advanced degree is a plus

🏖️ Vorteile

• 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for caring needs • 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs • Flexible, national footprint and remote or hybrid team environment

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