Research Manager

Mercer Advisors

. Support Mercer Advisors’ Investment Management Group, which oversees and implements investment solutions across billable AUM .

Posted 9/17/2026full-timeRemote • United StatesJuniorMid-Level💰 $120,000 - $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and quantitative skills in investment research and portfolio analysis, with proficiency in financial modeling and performance metrics. Familiarity with investment tools and the ability to communicate effectively in a collaborative environment are essential.

Highest-signal resume keywords

Investment ResearchPortfolio AnalysisFinancial ModelingAnalytical SkillsCFA Progress

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Statistical AnalysisPerformance MetricsAsset Class AnalysisDue DiligenceRisk Management

Soft Skills

Attention to DetailWritten CommunicationVerbal CommunicationTask ManagementCollaboration

Tools & Technologies

ExcelYChartsFactSetBloombergMorningstar

Certifications & Qualifications

CFA ProgressBachelor's Degree in FinanceBachelor's Degree in EconomicsBachelor's Degree in StatisticsBachelor's Degree in Computer Science

Industry Keywords

Investment ManagementEquity ETFsFixed Income ETFsMutual FundsSMAs

About the role

Key responsibilities & impact

Support Mercer Advisors’ Investment Management Group, which oversees and implements investment solutions across billable AUM
Collect, analyze, and maintain asset class-level data and performance metrics, focusing on equity and fixed income ETFs, mutual funds, and SMAs
Assist in designing and evaluating asset class investment frameworks, portfolios, and SMA strategies
Assist with initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies
Build, monitor, and refine tools for performance attribution and risk management with senior team members
Draft, maintain, and update strategy memos incorporating due diligence questionnaires, manager engagement, and quantitative monitoring reports
Prepare materials and analysis for the Investment Committee and sub-committees
Contribute to capital markets research and educational content for internal stakeholders
Support documentation and maintenance of departmental investment policies and procedures
Assist with regulatory audits and internal documentation reviews
Travel approximately 5–10%

Requirements

What you’ll need

Bachelor’s degree in finance, economics, statistics, computer science or a related field
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
Ability to manage multiple tasks with attention to detail and accuracy
Comfortable working independently and collaboratively in a remote or hybrid team environment
Progress toward CFA or an advanced degree is a plus

Benefits

Comp & perks

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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for caring needs
401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs
Flexible, national footprint and remote or hybrid team environment