Investment Research - Lead Specialist, Fixed Income

We are seeking a talented individual to join our Investment Manager Research - Fixed Income team at Mercer. This role will be based in Minneapolis, Chicago, Boston or New York. 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.

Investment Research – Lead 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
• 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:

• Intellectual curiosity, tenacity and willingness to take on new opportunities.
• Willingness to learn.
• Writing and communication skills.
• Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment.
• BA/BS degree in finance, economics, or other business-related areas.
• At least 5 years of applicable experience
• 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.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan 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 $104,400 to $208,800.

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.