Investments Research Manager

• Leading quantitative and qualitative data requests from alternatives asset managers for fund due diligence with a special focus on private equity and/or private credit;
• Demonstrate subject matter expertise in leading the manager research vertical;
• Contribute to the investment decision-making and manager-selection processes;
• Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations;
• Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database;
• Organizing and ensuring that the Mercer research template is filled in correctly and lacking errors, so it is ready for distribution to Mercer’s research group;
• Making sure the accuracy of the data inserted into the Mercer research template is of the highest integrity;
• Working with the local and onshore teams in producing manager research reports focused on alternative asset class including private markets;
• Maintain an efficient process for delivering manager research adhering to accuracy and timeliness;
• Monitor portfolio performance and markets trends;
• Develop reports for internal, external client presentations and senior management;
• Contribute to fund performance analysis and draft fund commentaries;

• Degree or Master’s in Finance, Economics, Management, Mathematics, Engineering, or similar;
• 8+ years experience in global markets with adequate exposure in alternative asset classes;
• Prior experience in asset management or investment research, preferably in fund research, with strong understanding of investment strategies;
• Ability to manage multiple projects, stakeholders, and deliverables simultaneously;
• Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation;
• Can work under pressure and meet deadlines, while delivering a high quality end product;
• Keen attention to detail;
• Working knowledge of all asset class with a key focus on alternatives asset class;
• Ability to efficiently and effectively communicate with other groups across Mercer to solve problems;
• Critical thinking capabilities when encountering sticking points;
• Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.).

• Ability to understand the link between data, client needs and its application to the “bigger picture.”;
• Research experience with asset management firms;
• CFA/CAIA Charter holder and/or progress towards CFA and/or CAIA at advance levels is preferred;
• Excellent stakeholder/client management skills;
• Positive attitude & ability to adapt to ever-changing environment;
• Excellent written and verbal communication and report writing skills.

• 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 McLennan