Investment Research Manager: Data-Driven Insights

Mercer Advisors Inc.; United States; Remote; USD 65,000 - 95,000; Full time

Job summary

Mercer Advisors Inc. is seeking an Investment Research Analyst to support the investment research process through data collection, manager research, and performance analysis.

You will help ensure rigorous and timely insights to guide portfolio decisions. Develop expertise in portfolio construction and investment platform integrity, analyze asset class data for ETFs, mutual funds, and SMAs, and assist in manager due diligence, monitoring tools, and maintaining strategy memos within a fiduciary

Qualifications

• Bachelor's degree in finance or economics; CFA progress is a plus.
• 2-4 years of experience in investment research or portfolio analysis.
• Strong Excel skills; familiarity with YCharts, FactSet, or Bloomberg is preferred.

Responsibilities

• Support the investment research process via data collection, manager research, and performance analysis.
• Develop expertise in portfolio construction and investment platform integrity.
• Analyze asset class data and performance metrics for ETFs, mutual funds, and SMAs.
• Assist in manager due diligence, build monitoring tools, and maintain strategy memos.

Skills

Data analysis

Financial research

Portfolio analysis

Education

Bachelor's degree in finance or economics

CFA progress

Tools

Excel

YCharts

FactSet

Bloomberg

Job description

Mercer Advisors Inc. is seeking an Investment Research Analyst to support the investment research process through data collection, manager research, and performance analysis.

You will help ensure rigorous and timely insights to guide portfolio decisions. Develop expertise in portfolio construction and investment platform integrity, analyze asset class data for ETFs, mutual funds, and SMAs, and assist in manager due diligence, monitoring tools, and maintaining strategy memos within a fiduciary