Investment Specialist

Mercer Advisors

Remote, US
Base: $90,000 - $100,000 usd; bonus/equity: eligib...
Remote
3-5 years investment professional experience
Strong quantitative skills required
Advanced excel skills required
Mercer Advisors is seeking an Investment Specialist to join their remote team, focusing on supporting senior investment strategists in delivering insights to clients and sales teams. The ideal candidate will possess 3-5 years of investment experience, strong analytical skills, and an understanding of public markets and complex investment vehicles

Job Summary

  • Mercer Advisors is an independent, national fiduciary ranked #1 RIA Firm by Barron's serving over 31,300 families.
  • The role involves partnering with sales teams to deliver expert insights on complex investment portfolios across public and private markets.
  • Employees enjoy a competitive benefit package including company-paid life insurance, medical plans, and 14 paid holidays.

Matching Summary

Match Score: 85

Mercer Advisors is seeking an Investment Specialist to join their remote team, focusing on supporting senior investment strategists in delivering insights to clients and sales teams. The ideal candidate will possess 3-5 years of investment experience, strong analytical skills, and an understanding of public markets and complex investment vehicles.

Salary

Base: $90,000 - $100,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, and retirement options

Skills & Requirements

Must-have

  • 3-5 years investment professional experience
  • Strong quantitative skills required
  • Advanced Excel skills required

Nice-to-have

  • Familiarity with alternative investments
  • Experience in independent wealth management
  • Working knowledge of YCharts or Morningstar

Key Requirements

  • Series 65 license required
  • CFA Charter or CAIA preferred
  • Bachelor's degree implied by experience level

Work Rights

Not specified

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