Senior Research Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• The Senior Research Manager plays a vital role within Mercer Advisors’ Investment Management Group (IMG), overseeing and implementing the firm’s investment solutions across billable AUM.

• Facilitate the investment research process through due diligence on managers, capital markets research, performance analysis, and the documentation of investment policies and procedures.

• Collaborate closely with the Director of Investment Research and other team members to uphold the integrity and effectiveness of the firm’s investment platform.

• Gather, analyze, and maintain data and performance metrics at the asset class level, focusing on fixed income, special solutions, and derivative instruments.

• Assume a leadership role in designing and evaluating frameworks for asset class investments, portfolios, and SMA strategies.

• Conduct both initial and ongoing due diligence for traditional, systematic, and quantitative investment managers and their strategies.

• Develop, monitor, and improve tools for analyzing performance attribution and risk management.

• Prepare, maintain, and update comprehensive memos on strategies that include due diligence questionnaires, fund manager interactions, and quantitative monitoring reports, adhering to compliance and operational standards.

• Create materials and analyses for Mercer Advisors’ Investment Committee and its sub-committees.

• Contribute to capital markets research and assist in creating educational content for internal stakeholders.

• Support the documentation and upkeep of departmental investment policies and procedures.

• Work alongside the Director of Investment Research on regulatory audits and internal documentation assessments.

⛳️ Requirements

• An MBA or CFA is preferred; candidates with degrees in computer science, engineering, statistics, or other quantitative areas are also encouraged to apply.

• A minimum of 5–7 years of experience in investment research, portfolio analysis, or a related field is required.

• A thorough understanding of financial markets, portfolio theory, asset class structures, fund manager attribution analysis, derivatives, risk management, and statistical modeling is essential.

• Strong programming skills (e.g., R, Python, SQL, and/or Microsoft VBA) are necessary.

• Experience in data management, particularly with financial market data vendors (e.g., Ycharts, FactSet, Bloomberg, Morningstar, S&P Global DataInsight), database development (e.g., Microsoft Fabric), and data visualization tools; familiarity with Orion and Custom Direct Indexing is a plus.

• Exceptional written and verbal communication skills are required.

• Capability to manage multiple time-sensitive projects with a high level of accuracy and attention to detail.

• Ability to lead ad hoc group projects on behalf of the Investment Committee.

• Comfortable working both independently and collaboratively in a remote or hybrid team setting.

🏝️ 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 family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for various caring needs.

• 401(k) Retirement Plan with both Traditional and Roth options, including a per pay period match and an after-tax option.

• Pet Insurance

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.