Manager, Research

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $73k - $148k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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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

• Source and conduct due diligence on assigned public-market asset classes and categories • Produce the quarterly Manager Monitor for EIPC meetings • Develop and maintain recommended investment strategy focus lists for institutional and wealth clients • Collaborate with advisors on search books for manager allocations and replacements • Develop primers and educational presentations • Present updates, recommendations, and new ideas to the Enterprise Investment Policy Committee • Conduct annual asset-class reviews • Identify short- to intermediate-term tactical investment opportunities • Attend client meetings to support asset-class education, manager interviews, and strategy placements • Provide peer reviews and collaborate on strategy recommendations within The Research Group • Assist with new-client onboarding through portfolio and investment-strategy reviews and roadmap development • Keep Mariner service teams informed about clients’ investment managers • Lead open investment RFP processes for larger relationships • Attend and present at conferences as needed • Support special projects and new-business presentations • Mentor research associates

🎯 Requirements

• Bachelor’s degree from an accredited university • Minimum of five years’ investment strategy due diligence experience preferred • MBA and/or CFA charter preferred • Experience with Morningstar Direct and eVestment Alliance preferred • Experience with LLMs to enhance research due diligence processes preferred • Strong written and verbal communication skills • Highly organized self-starter and effective multi-tasker • Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint • Ability to perform required physical activities with or without reasonable accommodation • Occasional travel and lifting 10–15 pounds may be required

🏖️ Benefits

• Progressive opportunities and professional growth support • Supportive diverse culture • Work-life balance • Camaraderie and teamwork • Eligibility to participate in an incentive program/bonus • Additional compensation and/or benefits may be available