Research Manager

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $120k - $135k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Manager

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

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

• 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%

🎯 Requirements

• 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

🏖️ 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) • 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