Remote Research Delivery Lead for Advisors

Mariner; Oregon; Hybrid; USD 70,000 - 100,000; Full time

Job summary

Mariner seeks a finance/analytics professional to connect research insights with practical advisor deliverables. You will create clear, actionable outputs from research perspectives and market insights.

Responsibilities include developing standardized frameworks, such as search books and research narratives, and enabling advisors with intuitive resources like the Morningstar Report Portal. You’ll also lead data-rich materials and asset allocation studies for institutional clients.

Qualifications

• Bachelor’s degree in finance, economics, statistics or related field required.
• 1–3 years of experience in finance, investments, analytics or similar area.
• Advanced Excel skills with large data sets.
• Strong written and verbal communication skills and attention to detail.

Responsibilities

• Lead quarterly refresh of the Mariner Manager Monitor (3M) for advisor data accuracy and accessibility.
• Conduct manager searches for public markets and open-end real estate.
• Serve as SME for Morningstar Report Portal and support new reporting functionality.
• Produce monthly and quarterly capital markets materials.
• Build asset allocation studies in Morningstar for institutional clients.
• Design and implement surveys on 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

Data analysis

Education

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

Tools

Morningstar Direct

eVestment

Job description

Mariner seeks a finance/analytics professional to connect research insights with practical advisor deliverables. You will create clear, actionable outputs from research perspectives and market insights.

Responsibilities include developing standardized frameworks, such as search books and research narratives, and enabling advisors with intuitive resources like the Morningstar Report Portal. You’ll also lead data-rich materials and asset allocation studies for institutional clients.