Senior Research Manager

Benefits

Additional Information

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 31,300 families across 90+ 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 Senior Research Manager is a key contributor within Mercer Advisors' Investment Management Group (IMG), which is responsible for the oversight and implementation of the firm's investment solutions across billable AUM. This includes portfolio strategies, S eparately Managed Accounts (S MAs ) , mutual funds, ETFs, special situations, and private investment vehicles. In this role, the Senior Research Manager will support the investment research process through manager due diligence, capital markets research, performance analysis, and documentation of investment policies and procedures. The analyst will 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. 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 fixed income , special solution s , and derivative instruments . Take a leadership role in the design and evaluation of asset class investment frameworks , portfolios, and SMA strategies. Fund Manager Analysis : 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. 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. Collaborate with the Director, Investment Research on regulatory audits and internal documentation reviews. Knowledge, Skills & Abilities Qualifications : 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 p rogramming 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. Work Schedule: Daytime and evening hours as needed. Travel: Estimate 5% - 10% travel. Working Conditions: Professional office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs. Application Deadline : The initial deadline for

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