Investment Research – Specialist, Fixed Income

This is an opportunity to participate and undertake detailed due diligence of fixed income strategies, ultimately proposing strategies for Mercer's recommended list by synthesizing Mercer's view through a forward looking research report that articulates why Mercer believes a manager's strategy will outperform its respective benchmark over a full market cycle. In this role, you will have access to a wide variety of asset managers via participation in meetings.

Investment Research – Specialist, Fixed Income

We will count on you to:

• Participate in and/or lead interviews with portfolio management teams and business leaders

• Gather and analyze information in order to identify and communicate those asset managers that Mercer believes are most likely able to generate value for our clients

• Thrive and be motivated by an environment that embraces AI and technology-enabled tools

• Meet the needs of clients – including analytics and strategic research

• As appropriate, attend external conferences to help develop technical knowledge and personal career

• Conduct quantitative analysis by developing and maintaining relevant data, charts, summary views, and detailed analysis in support of our research ratings across various research documents.

• 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.

• As appropriate, contribute to the generation of Mercer’s intellectual capital within the fixed income asset class.

• Contribute to revenue growth through direct research client projects as well as supporting the advisory and OCIO business.

• Growth of personal skill set through working collaboratively with members on the team and interactions with asset managers and investment consultants

• Opportunities to learn from a well-resourced research team and be supported along the way.

• Gather and collate data from a variety of sources in a timely manner using appropriate methods to meet the specific information needs of consultants.

What you need to have:

• At least 3-5 years of applicable experience

• BA/BS degree in finance, economics, or other business-related areas.

• Intellectual curiosity, tenacity and willingness to take on new opportunities.

• Willingness to learn.

• Writing and communication skills. Demonstrated ability to synthesize and summarize complicated investment concepts into easy-to-read research reports is critical.

• Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment.

• Proficiency in Excel and Microsoft office.

What makes you stand out:

• CFA or MBA, or interest in pursuing

• A background in asset manager due diligence or fixed income capital markets.

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.