Associate, Manager Research

The role

This role serves as a link between the research team and advisors. You will convert research analyst perspectives and market insights into actionable deliverables for advisors.

What you will do

• Lead the quarterly refresh of the Mariner Manager Monitor (3M).
• Conduct manager searches for public markets and open-end real estate.
• Serve as a subject matter expert for advisors using the Morningstar Report Portal.
• 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 qualifications

• 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

• 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.

Benefits

• Progressive opportunities
• Professional growth
• Giving back to the community
• Innovative workplace
• Culture that fosters camaraderie, teamwork and work-life balance

About the company

Mariner provides progressive opportunities and nurtures professional growth. The firm is dedicated to building a diverse culture and an innovative workplace.