Research Associate (Fully Remote)

Mariner Wealth Advisors; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Innovative workplace

Team-oriented culture with work-life

Diversity and career development focus

Job summary

Mariner Wealth Advisors is seeking an Investment Analyst to bridge the research team and financial advisors, turning perspectives into actionable deliverables for clients. You will help convert research into scalable frameworks and support advisor decisions.

You will refresh the Mariner Manager Monitor (3M) quarterly, conduct manager searches for public markets and open-end real estate, and produce capital markets materials. Proficiency with Morningstar and advanced Excel is valued.

Qualifications

• Minimum 1–3 years of experience in finance, investments, analytics, or related area.
• Advanced Excel skills and familiarity with AI tools.
• CFA designation or progress is a plus.

Responsibilities

• Serve as a vital link between the research team and advisors supporting Mariner clients.
• Convert research perspectives into actionable deliverables and scalable frameworks.
• Lead quarterly refresh of the Mariner Manager Monitor (3M) and conduct manager searches for public markets and open-end real estate.
• Produce monthly and quarterly capital markets materials and build asset allocation studies in Morningstar.
• Design and implement surveys on public fixed income and equities, and maintain the Research Wealth Focus List.

Skills

Advanced Excel

AI tools

Education

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

Tools

Morningstar

Job description

• Serve as a vital link between the research team and advisors supporting Mariner clients.
• Convert research perspectives into actionable deliverables and scalable frameworks.
• Lead quarterly refresh of the Mariner Manager Monitor (3M) and conduct manager searches for public markets and open-end real estate.
• Produce monthly and quarterly capital markets materials and build asset allocation studies in Morningstar.
• Design and implement surveys on public fixed income and equities, and maintain the Research Wealth Focus List.

Candidate Profile:

• 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 and proficiency with AI tools preferred; CFA designation or progress is a plus.

Why Mariner:

• We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.
• We are dedicated to building a diverse culture where everyone has support to achieve their career goals.

Mariner Wealth Advisors is an independent wealth management firm providing financial planning, investment management, and advisory services to individuals and institutions. With a focus on client service and a collaborative culture, the firm supports professional growth and community involvement for its associates.