Investment Research – Specialist, Fixed Income
Marsh · Chicago, IL · 1 mo ago
HybridFinance$83k–$166k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to parse the job posting.
Content:
- Intro: "We are seeking a talented individual to join our Investment Fixed Income Manager Research Team at Mercer. This role will be based in Chicago, IL & Minneapolis, MN. This is a hybrid role that has a requirement of working at least three days a week in the office."
- Then description of role: "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."
- Then list of duties: "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."
- Then "What you need to have:" list: 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.
- Then "What makes you stand out:" CFA or MBA, or interest in pursuing A background in asset manager due diligence or fixed income capital markets.
- Then "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. Marsh (NYSE: MRSH) is a global leader ... (some corporate description). Then Marsh is committed to embracing a diverse, inclusive and flexible work environment... (EEO boilerplate). Then Marsh is committed to hybrid work... All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. The applicable base salary range for this role is $82,800 to $165,600. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Then job ID: R_353214.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out the EEO paragraph about diversity, accommodation contact, etc. Also remove the Marsh corporate description maybe? It's not boilerplate? It's about Marsh being a global leader; could be considered boilerplate but maybe it's substantive? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The Marsh description is not exactly EEO but could be considered corporate overview; not required to keep? It might be considered filler but not explicitly prohibited. However we should preserve ALL substantive information; do NOT invent or summarize away detail. The Marsh description is substantive about the company; but it's not directly about the role. Might be considered boilerplate but not EEO. Safer to keep it? The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. The Marsh description is not that. Could keep but it's lengthy. However we might consider it as "About the company" which could be useful. But we have no section for About the company; we could put it under About the role? Might be okay.
We need to decide sections: About the role (intro + hybrid location). Responsibilities (list of duties). Requirements (what you need to have). Qualifications (maybe what makes you stand out? Could be separate). Skills (proficiency in Excel etc). Benefits (benefits package). Pay (salary range). Schedule (hybrid requirement). We must only include sections if posting has real specific content.
We have:
- About the role: location, hybrid, team, opportunity description. Yes.
- Responsibilities: the bullet list of duties. Yes.
- Requirements: "What you need to have:" list. Yes.
- Qualifications: "What makes you stand out:" list (CFA/MBA, background). Could be considered Qualifications or Preferred qualifications. We'll make a section Qualifications.
- Skills: proficiency in Excel and Microsoft office already in Requirements; but we could separate Skills section for technical skills. However we might avoid duplication. The instruction: prefer a few substantive sections over many thin ones. So we could combine Requirements and Skills into one section? But we have headings defined: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose to include only those with content. If we put Skills, we need to avoid duplicating content already in Requirements. Could put Skills as "Proficiency in Excel and Microsoft Office" plus maybe "Writing and communication skills" etc. But those are already in Requirements. Might be better to have Requirements include experience, education, soft skills; Skills include technical skills. That's okay.
- Benefits: "competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs." Also professional development opportunities, interesting work, supportive leaders, vibrant inclusive culture, scale enables career opportunities, benefits and rewards to enhance well-being. That's benefits.
- Pay: base salary range $82,800 to $165,600 plus performance-based incentives. Yes.
- Schedule: hybrid role requirement of at least three days a week in office, anchor day etc. Yes.
We need to remove duplicated lines: there may be duplicated phrases like "Gather and analyze information" appears twice? Actually appears in responsibilities and later "Gather and collate data from a variety of sources". Not exact duplicate but similar. We'll keep as is.
We need to output only HTML fragment, no /, no markdown fences.
We'll structure:
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to parse the job posting.
Content:
- Intro: "We are seeking a talented individual to join our Investment Fixed Income Manager Research Team at Mercer. This role will be based in Chicago, IL & Minneapolis, MN. This is a hybrid role that has a requirement of working at least three days a week in the office."
- Then description of role: "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."
- Then list of duties: "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."
- Then "What you need to have:" list: 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.
- Then "What makes you stand out:" CFA or MBA, or interest in pursuing A background in asset manager due diligence or fixed income capital markets.
- Then "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. Marsh (NYSE: MRSH) is a global leader ... (some corporate description). Then Marsh is committed to embracing a diverse, inclusive and flexible work environment... (EEO boilerplate). Then Marsh is committed to hybrid work... All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. The applicable base salary range for this role is $82,800 to $165,600. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Then job ID: R_353214.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out the EEO paragraph about diversity, accommodation contact, etc. Also remove the Marsh corporate description maybe? It's not boilerplate? It's about Marsh being a global leader; could be considered boilerplate but maybe it's substantive? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The Marsh description is not exactly EEO but could be considered corporate overview; not required to keep? It might be considered filler but not explicitly prohibited. However we should preserve ALL substantive information; do NOT invent or summarize away detail. The Marsh description is substantive about the company; but it's not directly about the role. Might be considered boilerplate but not EEO. Safer to keep it? The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. The Marsh description is not that. Could keep but it's lengthy. However we might consider it as "About the company" which could be useful. But we have no section for About the company; we could put it under About the role? Might be okay.
We need to decide sections: About the role (intro + hybrid location). Responsibilities (list of duties). Requirements (what you need to have). Qualifications (maybe what makes you stand out? Could be separate). Skills (proficiency in Excel etc). Benefits (benefits package). Pay (salary range). Schedule (hybrid requirement). We must only include sections if posting has real specific content.
We have:
- About the role: location, hybrid, team, opportunity description. Yes.
- Responsibilities: the bullet list of duties. Yes.
- Requirements: "What you need to have:" list. Yes.
- Qualifications: "What makes you stand out:" list (CFA/MBA, background). Could be considered Qualifications or Preferred qualifications. We'll make a section Qualifications.
- Skills: proficiency in Excel and Microsoft office already in Requirements; but we could separate Skills section for technical skills. However we might avoid duplication. The instruction: prefer a few substantive sections over many thin ones. So we could combine Requirements and Skills into one section? But we have headings defined: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose to include only those with content. If we put Skills, we need to avoid duplicating content already in Requirements. Could put Skills as "Proficiency in Excel and Microsoft Office" plus maybe "Writing and communication skills" etc. But those are already in Requirements. Might be better to have Requirements include experience, education, soft skills; Skills include technical skills. That's okay.
- Benefits: "competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs." Also professional development opportunities, interesting work, supportive leaders, vibrant inclusive culture, scale enables career opportunities, benefits and rewards to enhance well-being. That's benefits.
- Pay: base salary range $82,800 to $165,600 plus performance-based incentives. Yes.
- Schedule: hybrid role requirement of at least three days a week in office, anchor day etc. Yes.
We need to remove duplicated lines: there may be duplicated phrases like "Gather and analyze information" appears twice? Actually appears in responsibilities and later "Gather and collate data from a variety of sources". Not exact duplicate but similar. We'll keep as is.
We need to output only HTML fragment, no /, no markdown fences.
We'll structure:
About the role
...
Responsibilities
- ... ...
Requirements
- ... ...
Qualifications
- ... ...
Skills
- ... ...
Benefits
- ... ...
Pay
...
Schedule
...
We need to ensure we don't include filler like "commensurate with experience". Not present. We need to preserve all substantive information. Let's extract specifics. About the role paragraph: "We are seeking a talented individual to join our Investment Fixed Income Manager Research Team at Mercer. This role will be based in Chicago, IL & Minneapolis, MN. This is a hybrid role that has a requirement of working at least three days a week in the office. 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." We could combine that into About the role. Responsibilities list: Let's extract each duty as separate bullet. From text after "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. Note some bullets are phrased as gerunds; we keep as is. Requirements list from "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. Qualifications list from "What makes you stand out:": - CFA or MBA, or interest in pursuing - A background in asset manager due diligence or fixed income capital markets. Skills: Could separate technical skills: Proficiency in Excel and Microsoft Office (already in Requirements). But we might move that to Skills and remove from Requirements to avoid duplication. However we need to preserve all info; we can keep it in Skills and not duplicate in Requirements. Let's decide: We'll