---
title: 'Analyst, Manager Research(Public Fixed Income) at Mariner'
canonical: 'https://feeny.ai/job/analyst-manager-research-public-fixed-income-mariner-united-states-rdtr36sgz84f'
type: 'job'
last_seen: '2026-11-05'
---

# Analyst, Manager Research(Public Fixed Income) at Mariner

- **Company:** Mariner
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-11-03
- **Last confirmed live:** 2026-11-05
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/9d7b3af5-5168-4ae0-a8a2-f96f3965bc69

## Job description

Job Summary As a Manager Research Analyst at Mariner, you will be responsible for evaluating fixed income investment strategies across a range of categories, including credit, securitized, emerging markets debt, long duration, and municipals. You will develop and maintain a focus list of recommended fixed income strategies for client use and present your investment recommendations to the Mariner Enterprise Investment Policy Committee (EIPC). This role also involves collaborating with advisors on asset class education, conducting manager interviews, and supporting strategy placements.

Essential Duties and Responsibilities

- Source and conduct due diligence on assigned asset classes and categories, supporting a diverse client base that includes retail wealth clients and insurance companies.
- Develop and maintain quantitative analyses, charts, and summary reports to support manager ratings and recommendations within assigned asset classes.
- Contribute to the quarterly manager monitor for EIPC meetings.
- Maintain a focus list of recommended investment strategies within assigned asset classes.
- Collaborate with institutional advisors to develop search books for new manager allocations and replacements.
- Create primers, educational presentations, and thought leadership pieces for assigned asset classes and categories.
- Present updates, recommendations, and new ideas to the EIPC as needed.
- Advise Mariner advisors and the EIPC on relative value within assigned categories, collect required documentation on approved products, and anticipate client needs in assigned categories in collaboration with advisors.
- Identify short- and intermediate-term tactical investment opportunities suitable for client portfolios outside the scope of traditional asset allocation.
- Attend client meetings to assist with asset class education, manager interviews, and strategy placements.
- Participate in peer reviews for team members within the manager research group.
- Prepare, collaborate on, and peer review strategy recommendations with the research team.
- Support asset allocation modeling and model portfolio development processes.
- Assist with new client onboarding by reviewing portfolios, investment strategies, and developing roadmaps.
- Inform Mariner service teams of any important updates regarding clients' investment managers.
- Lead open RFP processes for large relationships within assigned asset classes.
- Attend and present at industry conferences as needed.
- Support special projects and new business presentations as required.
- Mentor research associates within the group.

Required Education and Experience

- Bachelor’s degree from an accredited university

## Preferred Education and Experience

- MBA or CFA charter preferred
- Minimum of five years of fixed income investment strategy due diligence experience, including direct manager evaluation, monitoring, and search experience
- Strong preference for experience with Morningstar Direct and eVestment Alliance
- Experience using artificial intelligence (AI) to enhance research due diligence processes
- Experience conducting due diligence on fixed income strategies for taxable investors
- Experience supporting wealth and/or institutional clients in a research, asset management, advisory, or consulting capacity
- Experience working at or serving insurance company clients in consulting, asset management, or reinsurance roles is highly valued

## Skills

- Excellent written and verbal communication skills
- Highly organized, self-starter with the ability to manage multiple tasks simultaneously
- Proficient in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our [Employee and Applicant Privacy Notice](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

## EOE M/F/D/V

## About Mariner

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
- **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
- **Notable perks and benefits**:
  - Comprehensive healthcare (medical, vision, dental)
  - Paid time off, 11 paid holidays, parental leave
  - 401(k) with company match
  - Wellness program, HSA & FSA, life & AD&D insurance
  - Telehealth, associate assistance fund, health & wellness awards
  - Education reimbursement, wealth advisory services
  - Client and associate referral bonuses, peer recognition program
  - Paid volunteer hours, identity theft protection
  - Discounts at local and national stores
- **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

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