Senior Investment Research Specialist

Company:Mercer

Description:

Senior Investment Research Specialist 

We are seeking a talented individual to join our Mercer Investments team. This role will be based in either Sydney (Barangaroo) or Melbourne (Docklands). This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

• Conduct in-depth research and rating of Australian and New Zealand equity strategies, including performance analysis, peer group comparisons, and interviews with key decision-makers.
• Prepare clear, concise investment due diligence reports supporting research ratings and present findings to internal committees and clients.
• Collaborate with global research teams on projects, process improvements, and producing investment analysis and white papers.
• Articulate Mercer’s research process and investment views to clients and external stakeholders, representing Mercer within the investment management community.
• Support broader team activities and contribute to maintaining Mercer’s reputation as a leader in investment research.

What you need to have:

• Experience in the investment management industry preferred.
• Strong analytical skills with the ability to make decisions based on qualitative and quantitative data.
• Excellent report writing skills and the ability to meet tight deadlines.
• Confident in engaging with investment managers and challenging their strategies.
• Effective communicator with strong interpersonal skills, capable of presenting and defending views both verbally and in writing.
• Stable employment record demonstrating growth in responsibility.
• Solid academic background and computer literacy.
• Willingness to undertake administrative tasks as needed.

What makes you stand out:

• Experience in equity research or manager research within the investment industry.
• Ability to represent Mercer externally and build relationships within the investment community.
• Proven ability to work independently and as part of a global team.
• Enthusiasm for professional development and continuous learning.

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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating 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, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh 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 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.