Analyst, Manager Research

Mariner Wealth Advisors

4d•Remote

About The Position

As a Manager Research Analyst for Mariner, you will be primarily responsible for the evaluation of various public markets asset classes and categories. Additionally, the analyst will be responsible for developing and maintaining a focus list of recommended strategies within those asset classes and categories for client use. Research Analysts present their investment recommendations to the Mariner Enterprise Investment Policy Committee (EIPC) and collaborate with advisors on asset class education, manager interviews and strategy placements.

Requirements

Bachelor’s degree from an accredited university
At least three years of investment strategy due diligence experience. Knowledge across multiple asset classes preferred
Strong written and verbal communication skills
Organized self-starter with the ability to multi-task effectively
PC proficiency including Microsoft Office; specifically, Outlook, Word, Excel, and PowerPoint

Nice To Haves

MBA or CFA charter are preferred
Experience with Morningstar Direct and eVestment Alliance, strongly preferred

Responsibilities

Conduct sourcing and due diligence on assigned asset classes and categories
Contribute to the production of the quarterly manager monitor for the EIPC meetings
Develop and maintain a focus list of recommended investment strategies within assigned asset classes and categories in support of Mariner’s institutional and wealth client base
Collaborate with Mariner advisors to create search books for new manager allocations and replacement activity
Develop primers and education presentations for assigned asset classes and categories
Present updates, recommendations, and new ideas to the EIPC each month or as needed
Conduct Annual Asset Class Reviews to provide updates to the EIPC Investment on assigned categories
Identify short-to-intermediate term tactical investment opportunities suitable for client investment in areas outside the scope of traditional asset allocation.
Attend client meetings to assist advisors with asset class education, manager interviews, and strategy placements
Provide peer reviews for team members within The Research Group
Prepare and collaborate on strategy recommendations within The Research Group
Assist with asset allocation modeling and model portfolio development processes
Assist with new client onboarding through portfolio and investment strategy review and roadmap development
Keep Mariner service teams informed of any pertinent information regarding our clients’ investment managers
Lead the open investment RFP process for larger relationships within assigned asset classes.
Attend and speak at conferences as needed
Special projects as needed
Assist in new business presentations as needed
Mentor research associates within the group