A
San Francisco, California, United States
$405K – $485K/yr
PythonMachine LearningAILogistics
MA
Role overview
Job description
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent
…About this listing
- Source: Mercer Advisors's official careers site (via Greenhouse) · last confirmed on the source 27 Oct 2026
- Posted 17 Sept 2026
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What they are looking for
Skills & requirements
Qualification
Bachelor’s degree in finance, economics, statistics, computer science or a related field; progress toward CFA or advanced degree is a plus. 2–4 years of experience in investment research, portfolio analysis, or a related area. Strong analytical and quantitative skills; familiarity with statistical analysis and financial modeling. Proficiency with Excel; experience with YCharts, FactSet, Bloomberg, Morningstar or similar tools is preferred. Strong written and verbal communication skills. Ability to manage multiple tasks with attention to detail and accuracy. Comfortable working independently and collaboratively in a remote or hybrid team environment. Working Conditions: Professional office environment. Primarily indoor work involving sitting and standing. No heavy lifting over 10 lbs. Travel : Estimate 5-10% Application Deadline : The initial deadline for applications is 10/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are
Department · Portfolio Management Group
Hiring company
Mercer Advisors
Finance & Banking
Mercer Advisors has been named the 2026 Top RIA in the nation for the third consecutive year by Barron’s Top 100 RIAs ranking for best wealth management.
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