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The Role:

Support the investment research process via data collection, manager research, and performance analysis.
Develop expertise in portfolio construction and investment platform integrity.

Responsibilities:

Analyze asset class data and performance metrics for ETFs, mutual funds, and SMAs.
Assist in manager due diligence, build monitoring tools, and maintain strategy memos.

Qualifications:

Bachelor's degree in finance or economics; CFA progress a plus.
2-4 years of experience in investment research or portfolio analysis.
Strong Excel skills; familiarity with YCharts, FactSet, or Bloomberg preferred.

Mercer Advisors

Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.

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