Conduct in-depth due diligence on investment management firms and multi-asset strategies to support Mercer’s recommended list and ongoing monitoring
Lead and/or participate in manager interviews with portfolio management teams and business leadership.
Perform qualitative assessment of investment teams and organizations, including philosophy, process, portfolio construction, risk management, implementation, capacity, fees, and business stability
Build and maintain analytical content across research deliverables, for example data sets, charts, summary views, dashboards and tables, and supporting detail that underpin research ratings and recommendations
Produce high-quality written research, for example forward-looking research reports or manager research notes that explain Mercer’s conviction — why a strategy may outperform its benchmark or achieve its return objective over time — supported by clear evidence and risk discussion
Contribute to post-meeting discussions and the development of recommended manager ratings, documenting key issues, rationale and monitoring priorities
Attend external conferences, as appropriate, to develop technical knowledge and advance your career
Provide ad hoc support to consultants in preparing for internal and external research meetings
Assist in the preparation for direct client discussions on managers and strategies

Bachelor of Arts or Bachelor of Science (BA/BS) degree in finance, economics, or other business-related areas
Three or more years of investment experience (e.g., investment research, multi-asset research, manager research and due diligence, portfolio analytics, institutional consulting support)
Demonstrated capability in quantitative analysis and comfort working with investment data (for example, performance and risk, peer and benchmark comparisons, multi-manager, and multi-asset contexts)
Strong writing and communication skills — able to synthesize complex analysis into clear, decision-oriented research and discussion points
Strong organizational skills and attention to detail; able to manage multiple priorities in a dynamic environment
Proficiency in Excel and other Microsoft Office applications
Intellectual curiosity, tenacity and a willingness to take on new opportunities
Willingness to learn

Investment Research Specialist

Key skills