Associate, Manager Research

This role serves as a vital link between the research team and advisors supporting Mariner clients. Key responsibilities include:

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  Lead the quarterly refresh of the Mariner Manager Monitor (3M), ensuring the accuracy and accessibility of manager data for advisors.

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  Conduct manager searches for public markets and open-end real estate.

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  Serve as a subject matter expert for advisors using the Morningstar Report Portal and support the development of new reporting functionality.

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  Produce monthly and quarterly capital markets materials.

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  Build asset allocation studies in Morningstar for institutional clients.

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  Design and implement surveys on public fixed income and public equities.

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  Provide support to advisors regarding data and reporting inquiries.

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  Maintain the Research Wealth Focus List within Morningstar.

• 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.

• 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.

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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