Investment Research Specialist

Company:
Mercer
Description:
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating exciting and rewarding futures for our clients and their employees - whether we're designing affordable health plans, securing finances for retirement or aligning employees with workforce strategy. Capitalizing on analysis and insights as catalysts for change, we anticipate and understand the impact of business decisions, now and in the future. Our holistic view and deep expertise allow us to see client's current and future needs through a lens of innovation and impact and every idea and solution we offer.
Investment Research Specialist
What can you expect?

• Be part of Mercer's global team of over 200 asset class specialists, as an Investment Research Associate in the Multi-Asset Group.,
• Participate in and conduct detailed due diligence of multi-asset strategies, ultimately proposing strategies for Mercer's recommended list.
• Synthesize Mercer's view through a forward-looking research report that explains why Mercer believes a manager's strategy will outperform its respective benchmark or achieve its return objective over a full market cycle.
• Gain access to a wide variety of asset managers via participation in meetings.
• Enhance personal skill set by working collaboratively with team members and engaging with asset managers and investment consultants.
• Benefit from learning opportunities within a well-resourced investment team and receive ongoing support.
• Receive on-the-job training and have the ability to directly influence the pace of personal learning and career development.
• Gather and organize data from various sources in a timely manner using appropriate methods to meet the specific information needs of consultants.
• Role will report to the regional Head of Multi-Asset Manager Research.

What's in it for you?

• Be part of a collaborative and collegial team that values diversity of thought and is at the center of Mercer's investment advice and solutions.
• Work with a wide range of institutional client types.
• Join a global company with excellent benefits and a dynamic culture.
• Enjoy competitive vacation/personal days in addition to holidays and volunteer days.
• Benefit from the flexibility to work in a hybrid model.
• Take advantage of Mercer's tuition assistance program.

We will count on you to:

• Participate in and/or lead interviews with portfolio management teams and business leaders.
• Gather and analyze information to identify and communicate those asset managers that Mercer believes are most likely able to generate value for our clients.
• Meet the needs of clients - including analytics, strategic research, etc.
• Attend external conferences, as appropriate, to develop technical knowledge and advance your personal career.
• Conduct quantitative analysis by developing and maintaining relevant data, charts, summary views, and detailed analysis to support 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:

• Willingness to learn.
• BA/BS degree in finance, economics, or other business-related areas.
• At least 3 years of applicable experience.
• Strong analytical skills and attention to detail, with the ability to multi-task, manage multiple priorities, and work in a rapidly changing environment.
• Excellent writing and communication skills.
• Proficiency in Excel and other Microsoft Office applications.
• Intellectual curiosity, tenacity, and a willingness to take on new opportunities.

What makes you stand out:

• Interest in pursuing a CFA or MBA.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy, and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
The applicable base salary range for this role is $82,800 to $165,600.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.