Investment Research – Specialist, Fixed Income

About the role

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.

Responsibilities

• 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
• Aid 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

Requirements

• 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

• CFA or MBA, or interest in pursuing
• A background in asset manager due diligence or fixed income capital markets