Associate, Manager Research at Mariner (United States)
Mariner· United States·
Role details
Job description
Job Summary:
This role serves as a vital link between the research team and advisors supporting Mariner clients. Key responsibilities include:
- Translating Research into Action: Convert research analyst perspectives and market insights into clear, actionable deliverables for advisors.
- Delivering Scalable Solutions: Develop standardized yet adaptable frameworks, such as search books and research-driven narratives, tailored to meet diverse client needs.
- Enabling Advisor Effectiveness: Provide advisors with intuitive, efficient, and impactful resources for client interactions, such as the Morningstar Report Portal.
Essential Duties and Responsibilities:
- Lead the quarterly refresh of the Mariner Manager Monitor (3M), ensuring the accuracy and accessibility of manager data for advisors.
- Conduct manager searches for public markets and open-end real estate.
- Serve as a subject matter expert for advisors using the Morningstar Report Portal and support the development of new reporting functionality.
- Produce monthly and quarterly capital markets materials.
- Build asset allocation studies in Morningstar for institutional clients.
- Design and implement surveys on public fixed income and public equities.
- Provide support to advisors regarding data and reporting inquiries.
- Maintain the Research Wealth Focus List within Morningstar.
Required Education and Experience:
- Bachelor’s degree in finance, economics, statistics, or a related field.
- 1-3 years of experience in finance, investments, analytics, or a similar area.
- Advanced Excel skills, including experience with large data sets.
- Strong written and verbal communication skills.
- Exceptional attention to detail and ability to manage multiple deliverables under tight deadlines.
Preferred Education and Experience:
- Experience with Morningstar Direct and eVestment.
- Familiarity with manager research, asset allocation, or capital markets concepts.
- Proficiency with AI tools to expedite research, analysis, and drafting, coupled with a willingness to learn new technologies.
- CFA designation or progress toward the credential.
- Experience developing presentations or client-facing materials.
#LI-REMOTE
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.
Why work at Mariner
- 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.