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.
Essential Duties and Responsibilities: - 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. #LI-JS1 #LI-REMOTE 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 https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
EOE M/F/D/V
Job description provided by Mariner Wealth Advisors.
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