Note: The job is a remote job and is open to candidates in USA. Mariner is seeking a Manager Research Analyst to evaluate public markets asset classes and investment strategies. The role will develop and maintain recommended strategy focus lists, present recommendations to the Enterprise Investment Policy Committee, and collaborate with advisors on education, manager interviews, client onboarding, and strategy placements.
Responsibilities
- Source and conduct due diligence on assigned asset classes and categories
- Contribute to the production of the quarterly Manager Monitor for EIPC meetings
- Develop and maintain a focus list of recommended investment strategies to support Mariner’s institutional and wealth client base
- Collaborate with advisors to create search books for new manager allocations and replacements
- Develop primers and educational presentations on assigned asset classes and categories
- Present updates, recommendations, and new ideas to the EIPC monthly or as needed
- Conduct annual asset class reviews to provide updates to the EIPC on assigned categories
- Identify short- to intermediate-term tactical investment opportunities outside traditional asset allocation
- Attend client meetings to support advisors with asset class education, manager interviews, and strategy placements
- Provide peer reviews to team members within The Research Group
- Prepare and collaborate on strategy recommendations with The Research Group
- Assist with new client onboarding through portfolio and investment strategy reviews and roadmap development
- Keep Mariner service teams informed on pertinent information regarding clients’ investment managers
- Lead the open investment RFP process for larger relationships within assigned asset classes
- Attend and present at conferences as needed
- Support special projects and new business presentations as required
- Mentor research associates within the group
Skills
- • Bachelor's degree from an accredited university
- • Strong written and verbal communication skills
- • Highly organized self-starter and effective multi-tasker
- • Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint
- The role involves regularly sitting, standing, writing, reviewing and typing reports, compiling data, operating a PC, communicating, listening, and assessing information
- Movement about the office, travel to other locations, and occasional lifting (10-15 pounds) may be required
- Visual requirements include distant, close, and color vision, with the ability to adjust focus
- • Minimum of five years' investment strategy due diligence experience
- • MBA and/or CFA charter
- • Experience with Morningstar Direct and eVestment Alliance
- • Experience with LLMs to enhance research due diligence processes
Benefits
- Progressive opportunities and professional growth support
- Support to achieve career goals
- A diverse culture
- Camaraderie and teamwork
- Work-life balance
Company Overview
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