Mariner

Analyst

• 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

Analyst, Manager, Research