Investment Research – Specialist, Fixed Income

Marsh McLennan

. Participate in and/or lead interviews with portfolio management teams and business leaders .

Posted 9/17/2026full-timeChicago • Illinois • United StatesMid-LevelSenior💰 $82,800 - $165,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and attention to detail in conducting quantitative analysis and preparing research reports on fixed income strategies. Proficient in utilizing AI and technology-enabled tools to support asset manager due diligence and client needs.

Highest-signal resume keywords

Quantitative AnalysisResearch ReportingExcel ProficiencyAsset Manager Due DiligenceFixed Income Capital Markets

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative AnalysisResearch ReportingData AnalysisFinancial AnalysisInvestment Concepts Synthesis

Soft Skills

Strong Writing SkillsCommunication SkillsAnalytical SkillsAttention to DetailMulti-tasking Ability

Tools & Technologies

Microsoft OfficeAI ToolsData Visualization Tools

Certifications & Qualifications

CFAMBA

Industry Keywords

Fixed IncomeAsset ManagementPortfolio ManagementInvestment ConsultingResearch Ratings

About the role

Key responsibilities & impact

Participate in and/or lead interviews with portfolio management teams and business leaders
Gather and analyze information to identify asset managers most likely to generate value for clients
Use AI and technology-enabled tools in research work
Meet client needs, including analytics and strategic research
Attend external conferences as appropriate to develop technical knowledge and career
Conduct quantitative analysis and maintain relevant data, charts, summary views, and detailed analysis supporting research ratings
Contribute to post-meeting discussions on key issues and recommended manager ratings
Provide ad hoc support to consultants preparing for internal and external research meetings
Assist with preparation for direct client discussions on managers and strategies
Contribute to Mercer's intellectual capital within fixed income
Contribute to revenue growth through direct research client projects and support of advisory and OCIO business
Collaborate with team members, asset managers, and investment consultants
Gather and collate data from varied sources to meet consultants' information needs
Prepare forward-looking research reports proposing fixed income strategies for Mercer's recommended list

Requirements

What you’ll need

At least 3-5 years of applicable experience
BA/BS degree in finance, economics, or other business-related areas
Intellectual curiosity, tenacity and willingness to take on new opportunities
Willingness to learn
Strong writing and communication skills
Ability to synthesize and summarize complicated investment concepts into easy-to-read research reports
Analytical skills and attention to detail
Ability to multi-task, manage multiple priorities and work in a rapidly changing environment
Proficiency in Excel and Microsoft Office
CFA or MBA, or interest in pursuing, is a plus
Background in asset manager due diligence or fixed income capital markets is a plus

Benefits

Comp & perks

Professional development opportunities
Supportive leaders
Flexible work environment
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Performance-based incentives may be available