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.
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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
Bachelor's degree in finance, economics, statistics or related field; 1-3 years experience in finance, investments, analytics; advanced Excel skills; strong communication and attention to detail.
Key Responsibilities
- conducting manager searches
- building asset allocation studies
- supporting advisor inquiries
Skills & Tools
Microsoft Excel, Morningstar Direct, eVestment, Morningstar Report Portal, Morningstar
Job Details
- Category: Finance and Accounting
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 70,000 – 95,000 / year
- Languages: English
About Mariner Wealth Advisors
A wealth management firm providing investment solutions and research support. — Industry: Finance