Mariner

Manager, Research – Private Equity

Mariner

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $106,000 - $143,000 per year

About the role

  • Conduct due diligence and provide manager recommendations to support advisors
  • Monitor recommended managers and investment strategies
  • Source new ideas to fulfill client needs
  • Conduct ad hoc research and create bespoke client deliverables
  • Communicate with investment managers to evaluate investment philosophy, process, personnel, fees, vehicles, and performance
  • Extract and interpret quantitative and qualitative data for decision making
  • Create and maintain detailed due diligence reports in CRM system
  • Develop educational presentations for alternative asset classes
  • Participate in investment policy committee meetings
  • Develop and maintain quarterly and annual reporting packages
  • Present research findings to investment committees and advisors
  • Support asset allocation advice by maintaining opinions on assigned asset categories
  • Collaborate with other researchers and participate in peer reviews
  • Attend and present at client investment reviews

Requirements

  • Undergraduate degree in business-related field
  • Progress toward or completion of the CFA and/or CAIA programs
  • Progress toward or completion of MBA and/or other relevant professional qualifications
  • Investment-related experience in a professional office environment
  • Experience allocating to investment strategies
  • Analytical and problem-solving skills with attention to detail
  • Effective oral and written communication
  • Proficiency with Microsoft Office suite
  • Ability to multi-task, manage workload, and complete projects on time
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Bonuses
Applicant Tracking System Keywords

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

Hard Skills & Tools
due diligenceinvestment strategiesquantitative data analysisqualitative data analysisreporting packagesasset allocationresearchpresentation developmentclient deliverablesinvestment philosophy evaluation
Soft Skills
analytical skillsproblem-solving skillsattention to detailoral communicationwritten communicationmulti-taskingworkload managementproject completion
Certifications
CFACAIAMBA