Associate, Manager Research

United StatesRemotefull-timemid

Research AssociateLaboratory & Life Sciences

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Quick Summary

Key Responsibilities

Translating Research into Action: Convert research analyst perspectives and market insights into clear, actionable deliverables for advisors.

Technical Tools

Research AssociateLaboratory & Life Sciences

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

Responsibilities

~1 min read

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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.

Nice to Have

~1 min read

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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