Research Manager

Why Work at Mercer Advisors ?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Research Manager is a key member of Mercer Advisors ’ Investment Management Group (IMG), which oversees and implements the firm’s investment solutions across billable AUM. These solutions include portfolio strategies, separately managed accounts (SMAs), mutual funds, ETFs, and private investment vehicles.

In this role, the Manager will support the investment research process through data collection, manager research, performance analysis, and documentation. The position offers an opportunity to develop expertise in investment research and portfolio construction while contributing to the integrity and effectiveness of the firm’s investment platform.
Essential Job Functions will include:

Asset Market Analysis :

- Collect, analyze, and maintain asset class-level data and performance metrics (e.g. Modern Portfolio Theory statistics), with a focus on equity and fixed income ETFs, mutual funds, and separately managed accounts (SMAs).

- Assist in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.

Fund Manager Analysis :

- Assist in the initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.

- Work with senior team members to 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.

Communication:

- 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.

- Assist with regulatory audits and internal documentation reviews.

Knowledge, Skills & Abilities Qualifications:

- Bachelor’s degree in finance, economics, statistics, computer science or a related field; progress toward CFA or advanced degree is a plus.

- 2–4 years of experience in investment research, portfolio analysis, or a related area.

- Strong analytical and quantitative skills; familiarity with statistical analysis and financial modeling.

- Proficiency with Excel; experience with YCharts, FactSet, Bloomberg, Morningstar or similar tools is preferred.

- Strong written and verbal communication skills.