Equity Research Specialist

Investment Research Specialist

We are seeking a talented individual to join our Investment Research team at Mercer, a Marsh business. This role will be based in Chicago or Boston. This is a hybrid role that has a requirement of working at least three days a week in the office.

Role Responsibilities

• Proactively lead interviews with portfolio management teams and business leaders
• Gather and analyze information in order to identify and communicate asset managers that Mercer believes are most likely able to generate value for clients
• Provide insights and advice to clients and consultants on a wide variety of equity investment strategies (e.g., US & Non-US) equity investment strategies, including how the products can enhance a client's existing plan
• Present Mercer's views on how to build effective exposures to equity structures, including how specific managers can enhance a client's return/risk profile as well as how best to achieve this result through the selection of individual equity strategies
• Extend Mercer's thought leadership in the industry by presenting Mercer's views at internal and external conferences
• Where applicable, provide mentoring and support to the broader equity research team
• Contribute to post meeting discussions covering key issues and recommended manager ratings
• Provide ad hoc support to consultants in preparing for internal and external research meetings
• Assist in the preparation for direct client discussions on managers/strategies

Qualifications

• BA/BS degree in finance, economics, or other business-related areas having strong quantitative and analytical analysis
• 5-10 years of fund research/manager due diligence experience
• Intellectual curiosity, tenacity and willingness to take on new opportunities
• Strong analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment
• Strong writing and communication skills
• Working knowledge of MS Office

What Makes You Stand Out?

• MBA and/or CFA
• General knowledge of Environmental Social Governance (ESG) investing

Why Join Our Team

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.