Senior Research Manager

🕒 vor 13 Tagen

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Mercer Advisors

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501 - 1000 Mitarbeiter

Gegründet 1985

💳 Fintech

💸 Finanzen

👥 B2C

Fintech • Finance • B2C

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

• 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.

🎯 Anforderungen

• 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.

🏖️ 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) 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