Senior Research Manager

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology  here . Job Summary:   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.   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. 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.      Essential Job Functions will include:     Asset Market Analysis :    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 .   Take a leadership role  in the design and evaluation of asset class investment frameworks ,  portfolios,  and  SMA strategies.       Fund Manager Analysis :     Conduct  initial and  ongoing due diligence of  traditional , systematic, and quantitative  investment managers and strategies.     Build, monitor, and refine tools to analyze performance attribution   and risk management.     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.     Communication:   Prepare materials and analysis for  Mercer Advisors’  Investment Committee and sub-committees.    Contribute to capital markets research and assist in the development of educational content for internal stakeholders.   Support the documentation and maintenance of departmental investment policies and procedures.    Collaborate with the Director, Investment Research on regulatory audits and internal documentation reviews.      Knowledge, Skills & Abilities  Qualifications :    MBA or CFA  preferred ; candidates with backgrounds in computer science, engineering, statistics, or related quantitative fields are also encouraged to apply.    Minimum 5–7 years of experience in investment research, portfolio analysis, or related field.    Deep understanding of financial markets, portfolio theory, asset class structures, fund manager attribution analysis,  derivatives,  risk management,  and statistical modeling.     Proficient  p rogramming  skills  (e.g. R, Python ,  SQL,  and/or Microsoft VBA ).    Experience  in data management, including  working  with financial market data vendors (e.g.  Ycharts , FactSet, Bloomberg, Morningstar, S&P Global  DataInsight ) , database construction (e.g. Microsoft Fabric)  and data visualization  tools ; experience with Orion, Custom Direct Indexing, a plus.    Excellent written and verbal communication skills.    Ability to manage multiple time-sensitive projects with a high degree of accuracy and attention to detail.    Ability to lead  ad hoc working group projects on behalf of the Investment  Committee.     Comfortable working independently and collaboratively in a remote or hybrid team environment.     Work Schedule:    Daytime and evening hours as needed.   Travel:    Estimate 5% - 10% travel.   Working Conditions:    Professional office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs. Application Deadline : The initial deadline for applications is 6/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.  Base Pay Range $120,000 — $140,000 USD Benefits: Mercer Advisors offers a competitive and robust