Investment Research Specialist
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • Massachusetts • United States
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Salary
💰 $82,800 - $165,600 per year
About the role
- Conduct in-depth due diligence on investment management firms and multi-asset strategies to support Mercer’s recommended list and ongoing monitoring
- Lead and/or participate in manager interviews with portfolio management teams and business leadership.
- Perform qualitative assessment of investment teams and organizations, including philosophy, process, portfolio construction, risk management, implementation, capacity, fees, and business stability
- Build and maintain analytical content across research deliverables, for example data sets, charts, summary views, dashboards and tables, and supporting detail that underpin research ratings and recommendations
- Produce high-quality written research, for example forward-looking research reports or manager research notes that explain Mercer’s conviction — why a strategy may outperform its benchmark or achieve its return objective over time — supported by clear evidence and risk discussion
- Contribute to post-meeting discussions and the development of recommended manager ratings, documenting key issues, rationale and monitoring priorities
- Attend external conferences, as appropriate, to develop technical knowledge and advance your career
- Provide ad hoc support to consultants in preparing for internal and external research meetings
- Assist in the preparation for direct client discussions on managers and strategies
Requirements
- Bachelor of Arts or Bachelor of Science (BA/BS) degree in finance, economics, or other business-related areas
- Three or more years of investment experience (e.g., investment research, multi-asset research, manager research and due diligence, portfolio analytics, institutional consulting support)
- Demonstrated capability in quantitative analysis and comfort working with investment data (for example, performance and risk, peer and benchmark comparisons, multi-manager, and multi-asset contexts)
- Strong writing and communication skills — able to synthesize complex analysis into clear, decision-oriented research and discussion points
- Strong organizational skills and attention to detail; able to manage multiple priorities in a dynamic environment
- Proficiency in Excel and other Microsoft Office applications
- Intellectual curiosity, tenacity and a willingness to take on new opportunities
- Willingness to learn
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment researchmulti-asset researchmanager researchdue diligenceportfolio analyticsquantitative analysisperformance analysisrisk analysisbenchmark comparisonsdata analysis
Soft Skills
writing skillscommunication skillsorganizational skillsattention to detailsynthesis of complex analysisdecision-oriented researchintellectual curiositytenacityadaptabilitywillingness to learn