Senior Research Manager

Responsibilities

• 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.