Investment Research Manager — Market Strategy & Due Diligence

Mariner Wealth Advisors; United States, Northern America, Americas; Hybride; USD 90 000 - 130 000; Plein temps

Résumé du poste

Mariner Wealth Advisors seeks a Manager Research Analyst to evaluate public markets asset classes and develop a focus list of investment strategies for client use.

You will present recommendations to the EIPC, collaborate with advisors on education, and support strategy placements through research and interviews.

Qualifications

• Bachelor's degree required.
• 5+ years of investment strategy due diligence preferred.
• MBA and/or CFA charter preferred.

Responsabilités

• Source and conduct due diligence on asset classes and categories.
• Contribute to Manager Monitor for EIPC meetings.
• Develop focus list of recommended investment strategies.

Connaissances

Communication

Organization

MS Office

Formation

Bachelor's degree

MBA

CFA charter

Outils

Morningstar Direct

eVestment Alliance

Description du poste

Job Title: Manager Research Analyst

Job Summary:
As a Manager Research Analyst at Mariner, you will be responsible for evaluating a variety of public markets asset classes and categories. The analyst will develop and maintain a focus list of recommended investment strategies within these asset classes and categories for use by clients. In this role, you will present investment recommendations to the Mariner Enterprise Investment Policy Committee (EIPC), and collaborate with advisors on asset class education, manager interviews, and strategy placements.

Essential Duties and 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.

Required Education and Experience:

• Bachelor’s degree from an accredited university.

Preferred Education and Experience:

• 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.

Skills:

• Strong written and verbal communication skills.

• Highly organized self-starter and effective multi-tasker.

• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

Physical Demands/Requirements:
The physical demands described here represent those that an employee must meet to perform essential job functions with or without reasonable accommodation. 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.

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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.

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