Associate Manager, Research

This is a fully remote position, open to applicants in United States.

📋 Description

• Convert insights from research analysts and market data into clear, actionable outputs for advisors.

• Create standardized yet flexible frameworks, such as search books and research-based narratives, tailored to various client requirements.

• Equip advisors with user-friendly, efficient, and impactful tools for client engagements, including the Morningstar Report Portal.

• Oversee the quarterly update of the Mariner Manager Monitor (3M).

• Ensure that manager data is precise and readily available to advisors.

• Execute manager searches for public markets and open-end real estate.

• Act as a subject matter expert for advisors utilizing the Morningstar Report Portal.

• Aid in the development of new reporting features.

• Generate monthly and quarterly capital markets reports.

• Construct asset allocation studies in Morningstar for institutional clientele.

• Design and conduct surveys on public fixed income and equities.

• Assist advisors with inquiries related to data and reporting.

• Maintain the Research Wealth Focus List within Morningstar.

• Collaborate with research teams and advisors to support Mariner clients.

⛳️ Requirements

• Bachelor's degree in finance, economics, statistics, or a related discipline.

• 1–3 years of experience in finance, investments, analytics, or a comparable field.

• Proficient in advanced Excel, including handling large data sets.

• Strong written and verbal communication abilities.

• Exceptional attention to detail.

• Capability to manage multiple deliverables under tight timelines.

• Experience with Morningstar Direct and eVestment is preferred.

• Familiarity with manager research, asset allocation, or capital markets concepts is an advantage.

• Proficiency in AI tools and a willingness to learn new technologies is preferred.

• CFA designation or progress toward the certification is preferred.

• Experience in creating presentations or client-facing materials is preferred.

• Legally authorized to work in the United States.

🏝️ Benefits

• Eligibility for bonuses.

• Opportunities for career advancement.

• Support for professional development.

• Opportunities for community engagement.

• Emphasis on work-life balance.

• A diverse and inclusive workplace culture.

• Team spirit and collaboration.

• Additional compensation and/or benefits may be available.