Associate, Manager Research

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-JS1
• #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
• EOE M/F/D/V