Associate, Manager Research

Mariner; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

Mariner seeks a detail-oriented professional to bridge research teams and advisors, translating market insights into actionable deliverables for client interactions. You will create scalable frameworks, support Morningstar Portal usage, and produce regular capital markets materials.

Experience with Morningstar Direct/eVestment is preferred, along with AI-assisted research and presentation development. A CFA progression or strong financial acumen is a plus.

Qualifications

• Bachelor's degree in finance, economics, statistics, or related field.
• 1–3 years of experience in finance, investments, analytics, or similar.
• Advanced Excel with large data sets.
• Strong written and verbal communication skills.
• Attention to detail with ability to manage multiple deliverables under tight deadlines.

Responsibilities

• Translate research perspectives into clear, actionable deliverables for advisors.
• Develop standardized frameworks and narratives tailored for diverse client needs.
• Provide advisors with intuitive resources for client interactions, such as the Morningstar Report Portal.
• Lead quarterly refresh of the Mariner Manager Monitor (3M) for accurate advisor data.
• Conduct manager searches for public markets and open-end real estate.
• Support Morningstar Report Portal users and help develop 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 equities.
• Assist advisors with data and reporting inquiries.
• Maintain the Research Wealth Focus List within Morningstar.

Skills

Advanced Excel

Strong communication

Attention to detail

Multitasking

Education

Bachelor’s degree in finance, economics, statistics, or related field

Tools

Morningstar Direct

eVestment

AI tools

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.
• 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.

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.

EOE M/F/D/V

Compensation Range: $70K - $95K