Research Manager

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OtherResearch Manager

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Quick Summary

Requirements Summary

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,

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OtherResearch Manager

What We Offer

~3 min read

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.

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

✓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 your family time.

✓Adoption Assistance Reimbursement Program

✓Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

✓401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

✓Pet Insurance

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

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.

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.

Requirements

~1 min read

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.
Ability to manage multiple tasks with attention to detail and accuracy.
Comfortable working independently and collaboratively in a remote or hybrid team environment.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.