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’ Investment Management Group (IMG), which is responsible for the oversight and implementation of the firm’s investment solutions across billable AUM. This includes portfolio strategies, Separately Managed Accounts (SMAs), 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 solutions, 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 programming 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.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection