Associate Manager, Research

🔥 8 hours ago

🇺🇸 United States – Remote

💵 $70k - $95k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Translate research analyst perspectives and market insights into clear, actionable deliverables for advisors • Develop standardized yet adaptable frameworks, including search books and research-driven narratives, for diverse client needs • Provide advisors with intuitive, efficient, and impactful resources for client interactions, such as the Morningstar Report Portal • Lead the quarterly refresh of the Mariner Manager Monitor (3M) • Ensure manager data is accurate and accessible to 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 • Support 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 • Support advisors with data and reporting inquiries • Maintain the Research Wealth Focus List within Morningstar • Collaborate with research teams and advisors supporting Mariner clients

🎯 Requirements

• 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 • Ability to manage multiple deliverables under tight deadlines • Experience with Morningstar Direct and eVestment preferred • Familiarity with manager research, asset allocation, or capital markets concepts preferred • Proficiency with AI tools and willingness to learn new technologies preferred • CFA designation or progress toward the credential preferred • Experience developing presentations or client-facing materials preferred • Legally authorized to work in the United States

🏖️ Benefits

• Bonus eligibility • Progressive career opportunities • Professional growth support • Community involvement opportunities • Work-life balance • Diverse and supportive workplace culture • Team camaraderie and collaboration • Additional compensation and/or benefits may be available

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