Mariner

Analyst, Manager, Research

Mariner

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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About the role

  • 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

Requirements

  • Bachelor’s degree from an accredited university
  • At least three years of investment strategy due diligence experience. Knowledge across multiple asset classes preferred
  • MBA or CFA charter are preferred
  • Experience with Morningstar Direct and eVestment Alliance, strongly preferred
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment strategy due diligenceasset allocation modelingmodel portfolio developmenttactical investment opportunitiesmanager interviewsstrategy recommendationspeer reviews
Soft Skills
collaborationpresentationmentoringcommunication
Certifications
Bachelor’s degreeMBACFA charter