Hybrid Fixed Income Research Specialist

Socket.dev; Chicago (MN, IL); Hybrid; USD 83,000 - 166,000; Full time

Job summary

Mercer is seeking an Investment Research – Specialist, Fixed Income to join our hybrid team operating in Chicago, IL and Minneapolis, MN. The role emphasizes detailed due diligence of fixed income managers and synthesizing Mercer's views through forward-looking research reports.

You will participate in interviews with PM teams, analyze data to identify managers likely to outperform benchmarks, and contribute to revenue growth via client projects and advisory support, while leveraging AI and

Qualifications

• Our candidate has 3-5 years of applicable experience in investment research or related fields.
• BA/BS in finance, economics, or a related business area is required.
• Analytical, detail-oriented with strong multi-tasking in a fast-changing environment.
• Proficiency in Excel and Microsoft Office.

Responsibilities

• Lead interviews with portfolio management teams and business leaders.
• Gather and analyze information to identify asset managers with value potential.
• Support research ratings and prepare analytics across research documents.
• Prepare for client discussions and contribute to external conferences.
• Develop and maintain data, charts, and summary views for research reports.

Skills

Excel

Communication

Analytical

Finance knowledge

Education

BA/BS in Finance

Job description

Mercer is seeking an Investment Research – Specialist, Fixed Income to join our hybrid team operating in Chicago, IL and Minneapolis, MN. The role emphasizes detailed due diligence of fixed income managers and synthesizing Mercer's views through forward-looking research reports.

You will participate in interviews with PM teams, analyze data to identify managers likely to outperform benchmarks, and contribute to revenue growth via client projects and advisory support, while leveraging AI and