Research Manager

merceradvisors; United States; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Mercer Advisors in the United States seeks a Research Manager to join the Investment Management Group. You will support the investment research process, including data collection, manager research, performance analysis, and documentation, helping enhance the integrity of the firm’s investment platform.

The role offers exposure to portfolio construction, SMA strategies, mutual funds, ETFs, and private investments, with opportunities to develop expertise and contribute to committee materials and

Qualifications

• Bachelor's degree in finance/economics/statistics/CS
• 2-4 years of investment research or portfolio analysis
• Strong analytical and quantitative skills
• Proficiency with Excel; experience with market tools preferred
• Strong written and verbal communication
• Ability to work independently in a remote or hybrid team

Responsibilities

• Asset Market Analysis: collect, analyze, and maintain asset class data and performance metrics.
• Fund Manager Analysis: due diligence of traditional, systematic, and quantitative managers.
• Develop tools to analyze performance attribution and risk management.
• Prepare materials for Mercer Advisors' Investment Committee and stakeholders.
• Support documentation and compliance of investment policies and procedures.

Skills

Analytical skills

Financial modeling

Communication

Independent work

Education

Bachelor's degree in finance/economics/statistics/CS

Tools

YCharts

FactSet

Bloomberg

Morningstar

Job description

Why Work at Mercer Advisors?

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.

Job Summary

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.

Essential Job Functions

• Asset Market Analysis:
  • Collect, analyze, and maintain asset class-level data and performance metrics (e.g. Modern Portfolio Theory statistics), with a focus on equity and fixed income ETFs, mutual funds, and separately managed accounts (SMAs).
  • Assist in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.
• Fund Manager Analysis:
  • Assist in the initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.
  • Work with senior team members to build, monitor, and refine tools to analyze performance attribution and risk management.
  • Draft, maintain, and update detailed memos on strategies - incorporating due diligence questionnaires, fund manager engagement and quantitative monitoring reports - that adhere to compliance and operational guidelines.
• Communication:
  • 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.

Knowledge, Skills & Abilities Qualifications

• 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.

Working Conditions

Professional office environment. Primarily indoor work involving sitting and standing. No heavy lifting over 10 lbs.

Travel

Estimate 5-10%

Application Deadline

The initial deadline for applications is 10/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Compensation

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive comp