Manager, Research – Private Equity

🕒 April 2

🇺🇸 United States – Remote

💵 $106k - $143k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

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

• Conduct due diligence and provide manager recommendations to support advisors • Monitor recommended managers and investment strategies • Source new ideas to fulfill client needs • Conduct ad hoc research and create bespoke client deliverables • Communicate with investment managers to evaluate investment philosophy, process, personnel, fees, vehicles, and performance • Extract and interpret quantitative and qualitative data for decision making • Create and maintain detailed due diligence reports in CRM system • Develop educational presentations for alternative asset classes • Participate in investment policy committee meetings • Develop and maintain quarterly and annual reporting packages • Present research findings to investment committees and advisors • Support asset allocation advice by maintaining opinions on assigned asset categories • Collaborate with other researchers and participate in peer reviews • Attend and present at client investment reviews

🎯 Requirements

• Undergraduate degree in business-related field • Progress toward or completion of the CFA and/or CAIA programs • Progress toward or completion of MBA and/or other relevant professional qualifications • Investment-related experience in a professional office environment • Experience allocating to investment strategies • Analytical and problem-solving skills with attention to detail • Effective oral and written communication • Proficiency with Microsoft Office suite • Ability to multi-task, manage workload, and complete projects on time

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses