Analyst, Manager, Research
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Job Description
Manager Research Analyst responsible for evaluating public markets asset classes and developing investment strategies for Mariner's clients, including presenting to the EIPC.
Responsibilities:
- Conduct sourcing and due diligence on assigned asset classes and categories
- Contribute to the production of the quarterly manager monitor for the EIPC meetings
- Develop and maintain a focus list of recommended investment strategies within assigned asset classes and categories in support of Mariner’s institutional and wealth client base
- Collaborate with Mariner advisors to create search books for new manager allocations and replacement activity
- Develop primers and education presentations for assigned asset classes and categories
- Present updates, recommendations, and new ideas to the EIPC each month or as needed
- Conduct Annual Asset Class Reviews to provide updates to the EIPC Investment on assigned categories
- Identify short-to-intermediate term tactical investment opportunities suitable for client investment in areas outside the scope of traditional asset allocation.
- Attend client meetings to assist advisors with asset class education, manager interviews, and strategy placements
- Provide peer reviews for team members within The Research Group
- Prepare and collaborate on strategy recommendations within The Research Group
- Assist with asset allocation modeling and model portfolio development processes
- Assist with new client onboarding through portfolio and investment strategy review and roadmap development
- Keep Mariner service teams informed of any pertinent information regarding our clients’ investment managers
- Lead the open investment RFP process for larger relationships within assigned asset classes.
- Attend and speak at conferences as needed
- Special projects as needed
- Assist in new business presentations as needed
- Mentor research associates within the group
Requirements:
- Bachelor’s degree from an accredited university
- At least three years of investment strategy due diligence experience. Knowledge across multiple asset classes preferred
- MBA or CFA charter are preferred
- Experience with Morningstar Direct and eVestment Alliance, strongly preferred
Benefits:
- none
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