Investment Research Specialist

Marsh McLennan

Investment Research Specialist at Mercer evaluating multi-asset strategies. Collaborating with a global team and contributing to investment research and recommendations.

Posted 5/16/2026full-timeBoston • Illinois, Massachusetts, Minnesota, Montana, New York, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $82,800 - $165,600 per yearWebsite

About the role

Key responsibilities & impact

Conduct in-depth due diligence on investment management firms and multi-asset strategies
Lead and/or participate in manager interviews with portfolio management teams and business leadership
Perform qualitative assessment of investment teams and organizations
Build and maintain analytical content across research deliverables
Produce high-quality written research
Contribute to post-meeting discussions and the development of recommended manager ratings
Attend external conferences, as appropriate
Provide ad hoc support to consultants in preparing for internal and external research meetings

Requirements

What you’ll need

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
Strong writing and communication skills
Strong organizational skills and attention to detail
Proficiency in Excel and other Microsoft Office applications

Benefits

Comp & perks

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment researchmulti-asset researchmanager researchdue diligenceportfolio analyticsquantitative analysisanalytical content developmentwritten research production

Soft Skills

strong writing skillscommunication skillsorganizational skillsattention to detail