About the role
Job Summary
This role serves as a vital link between the research team and advisors supporting Mariner clients. Key responsibilities include:
- Translating Research into Action: Convert research analyst perspectives and market insights into clear, actionable deliverables for advisors.
- Delivering Scalable Solutions: Develop standardized yet adaptable frameworks, such as search books and research-driven narratives, tailored to meet diverse client needs.
- Enabling Advisor Effectiveness: Provide advisors with intuitive, efficient, and impactful resources for client interactions, such as the Morningstar Report Portal.
Essential Duties and Responsibilities
- Lead the quarterly refresh of the Mariner Manager Monitor (3M), ensuring the accuracy and accessibility of manager data for advisors.
- Conduct manager searches for public markets and open-end real estate.
- Serve as a subject matter expert for advisors using the Morningstar Report Portal and support the development of new reporting functionality.
- Produce monthly and quarterly capital markets materials.
- Build asset allocation studies in Morningstar for institutional clients.
- Design and implement surveys on public fixed income and public equities.
- Provide support to advisors regarding data and reporting inquiries.
- Maintain the Research Wealth Focus List within Morningstar.
Required Education and Experience
- 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.
Preferred Education and Experience
- 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.
EOE M/F/D/V