Associate, Manager Research

Mariner

12d•$70,000 - $95,000•Remote

About The Position

This role serves as a vital link between the research team and advisors supporting Mariner clients. It translates research analyst perspectives and market insights into clear, actionable deliverables for advisors; develops standardized yet adaptable frameworks, such as search books and research-driven narratives, for diverse client needs; and equips advisors with intuitive, efficient resources for client interactions, including the Morningstar Report Portal.

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 and ability to manage multiple deliverables under tight deadlines.

Nice To Haves

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.

Responsibilities

Lead the quarterly refresh of the Mariner Manager Monitor (3M), ensuring 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 and 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.