Associate, Manager Research
At Mariner · United States
Salary: US$70,000–95,000 a year
- Full-time
See how well you match Match me reads your CV and picks the jobs that suit you best.
Get jobs like this within hours Radar emails you new jobs open to you within hours of us finding them, before most people see them.
Where you can work from
Open to the United States
“United States”
From the location.
Report a mistake
- Posted
- 28 October 2026
- First seen by us
- 3 November 2026
- Last checked
- 9 hours ago
Job description
From Mariner’s job post, as they wrote it.
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.
Read the full description
* 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.
#LI-JS1
#LI-REMOTE
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
Associate, Manager ResearchMariner
Apply on Mariner (opens in a new tab)Get jobs like this by email
Once a week, we email the new remote jobs open where you live, each with the line that proves it. Every email has a one-click unsubscribe.
