Senior Investment Research Analyst

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs.

Mercer is seeking candidates for the following position based in Toronto:

Senior Investment Research Analyst

What can you expect?

• Be a part of Mercer’s manager research boutique, directly contributing to and supporting our global institutional client base with assets in excess of $10 Trillion.
• Sourcing and evaluating a wide variety of asset managers and innovative opportunities for inclusion in client portfolios and Mercer internal solutions.
• You will be joining a collaborative and collegial team with enormous opportunity to learn and grow within the investment industry and across a diverse collection of asset classes, clients, regions and opportunities.
• Directly impacting capital allocation and client investment outcomes to better deliver on portfolio needs.
• Combining qualitative and quantitative inputs and research in preparation and maintenance of research reports on asset managers.
• Take a role in the manager research meeting and agenda setting processes.
• Gather and collate data from a variety of sources to meet the specific information needs of consultants.

What is in it for you?

• Opportunity to be a part of a collaborative team that values diversity of thought, integrity, fairness and reputation.
• Opportunity to contribute at the center of Mercer’s investment advice, ultimately collaborating and impacting institutional portfolios and the causes they support.
• A flexible and dynamic work environment that offers diverse growth opportunities.
• A team culture that fosters thoughtful curiosity and freedom in the pursuit of quality and additive investment opportunities on a global scale.
• Long-term career potential and additional opportunities across multiple business lines, roles, and regions.
• Generous benefits and support along with paid time off, holidays and volunteer days.

We will count on you to:

• Assist manager researchers in gathering and connecting information in order to identify and communicate asset managers that Mercer believes are most likely able to generate value for our clients.
• Provide research and due diligence support on a wide variety of investment strategies, markets and managers.
• Provide support to the research team in meeting the needs of clients – including analytics, strategic research, etc.
• Attend manager research meetings and/or external conferences, in a support capacity, to help develop technical knowledge and personal career.
• Conduct quantitative research by developing and maintaining relevant data, charts, summary views, and detailed research in support of our research ratings across various research documents.
• Contribute to post meeting discussions covering key issues and recommend 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.
• Work on asset class or strategy specific research projects and intellectual capital

What you need to have:

• Bachelor’s degree or equivalent experience
• Interest or passion for investing, learning and challenge
• Solid communication skills, both written and verbal
• Demonstrated analytical and critical thinking skills
• Attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment

What makes you stand out?

• 0-2 years of relevant experience strongly preferred
• Interest in pursuing CFA designation

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law.

In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Mercer will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact TANA@mmc.com.