Research Associate & Advisor Solutions Lead

Mariner Wealth Advisors; United States; Remote; USD 65,000 - 95,000; Full time

Job summary

Mariner Wealth Advisors serves as a vital link between the research team and advisors supporting Mariner clients. You will translate research into actionable deliverables and develop scalable frameworks, such as search books and research-driven narratives, to meet diverse client needs.

You will empower advisors with resources like the Morningstar Report Portal, lead the quarterly manager data refresh, conduct public markets and real estate searches, and produce capital markets materials for

Qualifications

• Bachelor's degree in finance, economics, statistics, or related field.
• 1-3 years of experience in finance, investments, analytics, or 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.

Responsibilities

• Lead the quarterly refresh of the Mariner Manager Monitor (3M), ensuring 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.

Skills

Advanced Excel

Strong written/verbal communication

Attention to detail

Multitask management

Education

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

Tools

Morningstar Direct

eVestment

Job description

Mariner Wealth Advisors serves as a vital link between the research team and advisors supporting Mariner clients. You will translate research into actionable deliverables and develop scalable frameworks, such as search books and research-driven narratives, to meet diverse client needs.

You will empower advisors with resources like the Morningstar Report Portal, lead the quarterly manager data refresh, conduct public markets and real estate searches, and produce capital markets materials for