Associate, Manager Research

Mariner, United States

About the job

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.
Enabling Advisor Effectiveness: Provide advisors with intuitive, efficient, and impactful resources for client interactions, such as the Morningstar Report Portal.

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.

Mariner, United States

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.
Enabling Advisor Effectiveness: Provide advisors with intuitive, efficient, and impactful resources for client interactions, such as the Morningstar Report Portal.

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.