Posted:
3/27/2026, 5:12:39 AM
Location(s):
Buffalo, New York, United States ⋅ New York, United States
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Business & Strategy ⋅ Finance & Banking
Workplace Type:
Hybrid
We are seeking a talented individual to join our Direct Investment Unit (DIU) Credit team at Mercer Investments. This role will be based in New York. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a US Senior Credit Portfolio Manager and Analyst, you will manage directly held bonds in diversified low alpha, buy-and-maintain, and passive investment grade credit portfolios. You will work closely with your Credit Team colleagues in New York and across our U.S. and European offices, operating under the overall DIU Credit Team approach and process. This role requires deep expertise in credit markets, investment process design, and risk management, with responsibilities including portfolio construction, fundamental credit analysis, and mentoring junior team members.
We will count on you to:
Oversee portfolio construction, balancing sector, rating band, and issuer selection with robust risk management frameworks for US credit portfolios
Perform relative value assessments across a global investment grade corporate bond universe
Interpret macroeconomic and geopolitical developments to inform top-down sector and issuer positioning
Perform fundamental credit analysis on corporate issuers across sectors and geographies, owning recommendations to the DIU Credit Committee and portfolio performance
Develop and present investment ideas to the broader DIU Credit team and other stakeholders
Drive innovation in investment processes and tooling for credit strategies
Ensure accurate and compliant trade execution in collaboration with trading teams
Monitor portfolio performance and provide clear insights
Cultivate relationships with external investment professionals, counterparties, and research providers
Partner with Marketing to develop high-quality portfolio presentations and materials
Represent the firm in client meetings, articulating strategy, performance, and market outlook
Identify and contribute to new product and fund development opportunities
Collaborate cross-functionally with internal departments to support strategic initiatives
Provide mentorship and guidance to junior portfolio managers and analysts
What you need to have:
Bachelor or master’s degree in Finance, Economics, or a related discipline
Over 15 years of experience managing credit portfolios, with a strong track record relative to defined performance targets; preference for experience managing low turnover/low tracking error fundamentally-driven low alpha portfolios
Advanced proficiency in Microsoft Excel and Bloomberg; experience with Python and Power BI is a plus
What makes you stand out:
CFA Charterholder designation
Technical skills including Python and Power BI
Strategic thinker with strong leadership and communication skills and an entrepreneurial mindset
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.
Website: https://www.oliverwyman.com/
Headquarter Location: New York, United States
Employee Count: 1001-5000
Year Founded: 1984
IPO Status: Private
Industries: Consulting ⋅ Finance ⋅ Financial Services ⋅ Risk Management