Mercer Advisors

Mercer Advisors

Senior Research Manager

Remote, USA · Senior

Sponsorship not specifiedDetected 37 days ago
StatisticsResearchLeadershipCommunication

About the role

  • The Senior Research Manager is a key contributor within Mercer Advisors' Portfolio Management Group (PMG), which is responsible for the oversight and implementation of the firm's investment solutions across billable AUM.
  • This includes portfolio strategies, S eparately Managed Accounts (S MAs ), mutual funds, ETFs, special situations, and private investment vehicles.
  • 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.

Responsibilities

  • 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.
  • Collect, analyze, and maintain asset class-level data and performance metrics (e.g. Modern Portfolio Theory statistics), with a focus on fixed income, special solution s, and derivative instruments.
  • 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.

Skills

  • Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.