Senior Research Manager

Merceradvisors; United States; Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Company-Paid Basic Life & AD&D Insurance

Health Savings Account with contributions

401(k) Retirement Plan with company match

Paid Parental Leave (8 weeks)

Generous paid time off program

Job summary

Merceradvisors is seeking a Senior Research Manager to oversee investment solutions across various vehicles, including mutual funds and SMAs. The role involves conducting due diligence, analyzing performance, and collaborating with the Investment Research Team to maintain investment integrity.

Qualified candidates should have an MBA or CFA, possess 5–7 years of relevant experience, and have proficiency in programming languages like R and Python. The position offers competitive compensation and robust benefits.

Qualifications

• Minimum 5–7 years of experience in investment research or related field.
• Proficiency in programming and data management.

Responsibilities

• Oversee and implement investment solutions across various vehicles.
• Conduct due diligence on investment managers and strategies.
• Prepare analysis for Investment Committee.

Skills

Financial markets understanding

Performance analysis

Statistical modeling

Programming (R, Python, SQL)

Communication skills

Education

MBA or CFA preferred

Tools

Microsoft VBA

Data visualization tools

Job description

Job Summary:

The Senior Research Manager is a key contributor within Mercer Advisors’ Portfolio Management Group (PMG), overseeing and implementing the firm’s investment solutions across billable AUM, including portfolio strategies, separately managed accounts (SMAs), mutual funds, ETFs, special situations, and private investment vehicles.

In this role, the Senior Research Manager will support the investment research process through manager due diligence, capital markets research, performance analysis, and documentation of investment policies and procedures. The analyst will work closely with the Director, Investment Research, and other members of the Investment Research Team to ensure 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), focusing on fixed income, special solutions, and derivative instruments.
• Lead the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.

Fund Manager Analysis:

• Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.
• Build, monitor, and refine tools to analyze performance attribution and risk management.
• Draft, maintain, and update detailed memos on strategies—including due diligence questionnaires, fund manager engagement, and quantitative monitoring reports—adhering 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.
• Collaborate with the Director, Investment Research on regulatory audits and internal documentation reviews.

Knowledge, Skills & Abilities (Qualifications)

• MBA or CFA preferred; candidates with backgrounds in computer science, engineering, statistics, or related quantitative fields are also encouraged.
• Minimum 5–7 years of experience in investment research, portfolio analysis, or related field.
• Deep understanding of financial markets, portfolio theory, asset class structures, fund manager attribution analysis, derivatives, risk management, and statistical modeling.
• Proficient programming skills (e.g., R, Python, SQL, and/or Microsoft VBA).
• Experience in data management, including working with financial market data vendors (e.g., YCharts, FactSet, Bloomberg, Morningstar, S&P Global DataInsight), database construction (e.g., Microsoft Fabric) and data visualization tools; experience with Orion, Custom Direct Indexing is a plus.
• Excellent written and verbal communication skills.
• Ability to manage multiple time‑sensitive projects with a high degree of accuracy and attention to detail.
• Ability to lead ad‑hoc working group projects on behalf of the Investment Committee.
• Comfortable working independently and collaboratively in a remote or hybrid team environment.

Work Schedule

Daytime and evening hours as needed.

Travel

Estimated 5%–10% travel.

Working Conditions

Professional office environment. Standing and sitting. No heavy lifting over 10 lbs.

Application Deadline

The initial deadline for applications is 6/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

Base Pay Range

$120,000 – $140,000 USD.

Benefits

• 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 plan 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 you and your loved ones for a range of caring needs.
• 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.

EEO Statement

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.

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