Investment Manager Research Specialist
Boston, MA - USA
Job Summary
We are seeking a talented individual to join our Investment Research team at Mercer. This role will be based in Chicago or Boston. This is a hybrid role that has a requirement of working at least three days a week in the office.
Join Mercers dynamic Manager Research team as an Investment Research Specialist and play a central role in shaping institutional investment recommendations alongside a global network of 40 longonly equity specialists across nine countries. Youll lead in-depth due diligence on a variety of equity managers craft forwardlooking research that drives Mercers recommended list and gain unmatched exposure to top asset managers while accelerating your career through handson training collaborative mentorship and real client impact.
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 including analytics strategic research etc.
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.
What you need to have:
Bachelors degree in finance economics or other business-related areas
At least 2 years of applicable experience
Analytical skills and attention to detail ability to multi-task manage multiple priorities and work in a rapidly changing environment
Writing and communication skills
Proficiency in Excel and Microsoft office
Intellectual curiosity tenacity and willingness to take on new opportunities
What makes you stand out
Interest in pursuing a CFA or MBA
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.
Required Experience:
Manager