Senior Research Manager

Role Overview

• The Senior Research Manager is a key contributor within Mercer Advisors’ Investment Management Group (IMG), responsible for the oversight and implementation of the firm’s investment solutions across billable AUM.
• Support the investment research process through manager due diligence, capital markets research, performance analysis, and documentation of investment policies and procedures.
• Work closely with the Director, Investment Research, and other members of the Investment Research Team to ensure the integrity and effectiveness of the firm’s investment platform.
• Collect, analyze, and maintain asset class-level data and performance metrics with a focus on fixed income, special solutions, and derivative instruments.
• Take a leadership role in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.
• Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.
• Build, monitor, and refine tools to analyze performance attribution and risk management.
• Draft, maintain, and update detailed memos on strategies – incorporating due diligence questionnaires, fund manager engagement and quantitative monitoring reports – that adhere to compliance and operational guidelines.
• Prepare materials and analysis for Mercer Advisors’ Investment Committee and sub-committees.
• Contribute to capital markets research and assist in the development of educational content for internal stakeholders.
• Support the documentation and maintenance of departmental investment policies and procedures.
• Collaborate with the Director, Investment Research on regulatory audits and internal documentation reviews.

Requirements

• MBA or CFA preferred; candidates with backgrounds in computer science, engineering, statistics, or related quantitative fields are also encouraged to apply.
• Minimum 5–7 years of experience in investment research, portfolio analysis, or related field.
• Deep understanding of financial markets, portfolio theory, asset class structures, fund manager attribution analysis, derivatives, risk management, and statistical modeling.
• Proficient programming skills (e.g. R, Python, SQL, and/or Microsoft VBA).
• Experience in data management, including working with financial market data vendors (e.g. Ycharts, FactSet, Bloomberg, Morningstar, S&P Global DataInsight), database construction (e.g. Microsoft Fabric) and data visualization tools; experience with Orion, Custom Direct Indexing, a plus.
• Excellent written and verbal communication skills.
• Ability to manage multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Ability to lead ad hoc working group projects on behalf of the Investment Committee.
• Comfortable working independently and collaboratively in a remote or hybrid team environment.

Tech Stack

• Python
• SQL
• VBA

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing