Senior Research Manager

Mercer Advisors

Remote regions

US

Benefits

8w maternity 8w paternity

Similar Jobs

See all

Job Summary:

  • Serve as a key contributor within the Portfolio Management Group, overseeing investment solutions across billable AUM.
  • Support manager due diligence, capital markets research, performance analysis, and documentation of investment policies.
  • Work closely with the Director of Investment Research to ensure the integrity of the firm's investment platform.

Essential Job Functions:

  • Collect and analyze asset class data and performance metrics, focusing on fixed income, special solutions, and derivatives.
  • Lead the design and evaluation of asset class frameworks, portfolios, and SMA strategies.
  • Conduct due diligence of traditional and quantitative managers, building monitoring tools for attribution and risk.

Communication and Collaboration:

  • Prepare materials for the Investment Committee and sub-committees, and contribute to educational content.
  • Support documentation of investment policies and collaborate on regulatory audits.
  • Manage multiple time-sensitive projects with accuracy and attention to detail.

Mercer Advisors

Mercer Advisors helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA firm by Barron's, the company fosters a flexible, inclusive workplace with over half women employees and client-facing professionals.

Apply for This Position