Manager, Research Analyst

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

📋 Description

• Identify and conduct due diligence on designated public-market asset classes and categories.

• Generate the quarterly Manager Monitor for EIPC meetings.

• Create and maintain a list of recommended investment strategies for institutional and wealth clients.

• Collaborate with advisors on search books for new manager allocations and replacements.

• Develop primers and educational presentations.

• Present updates, recommendations, and new ideas to the Enterprise Investment Policy Committee on a monthly basis or as required.

• Conduct annual reviews of asset classes.

• Identify short- to medium-term tactical investment opportunities beyond traditional asset allocation.

• Participate in client meetings to facilitate asset-class education, manager interviews, and strategy placements.

• Provide peer reviews and work together on strategy recommendations within The Research Group.

• Aid in new-client onboarding through reviews of portfolios and investment strategies, along with roadmap development.

• Keep Mariner service teams updated on clients’ investment managers.

• Oversee the open investment RFP process for larger relationships within assigned asset classes.

• Attend and present at conferences as necessary.

• Assist with special projects and presentations for new business.

• Mentor research associates.

⛳️ Requirements

• Bachelor’s degree from an accredited institution.

• At least five years of experience in investment strategy due diligence (preferred).

• MBA and/or CFA charter (preferred).

• Familiarity with Morningstar Direct and eVestment Alliance (preferred).

• Experience utilizing LLMs to improve research due diligence processes (preferred).

• Excellent written and verbal communication skills.

• Highly organized self-starter with effective multitasking abilities.

• Proficient with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

• Capable of regularly sitting, standing, writing, reviewing and typing reports, compiling data, operating a PC, communicating, listening, and assessing information.

• Willingness to travel to other locations and occasionally lift 10–15 pounds.

• Adequate distance, close, and color vision, with the ability to adjust focus.

• Legal authorization to work in the United States must be addressed in the application.

🏝️ Benefits

• Offers bonus eligibility and participation in an incentive program.

• Additional compensation and/or benefits may be available.

• Opportunities for progressive advancement.

• Support for professional growth.

• Opportunities for community involvement.

• Innovative workplace environment.

• Emphasis on work-life balance.

• Diverse organizational culture.

• Strong sense of camaraderie and teamwork.