Mariner · 2 days ago
Analyst, Manager Research
United States
Full-time
Remote
Mid Level
3+ years expMariner is a company that focuses on investment strategies and asset classes. They are seeking a Manager Research Analyst who will evaluate public markets, develop recommended strategies, and present investment recommendations to the Mariner Enterprise Investment Policy Committee.
ConsultingFinancial ServicesRisk Management
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
Qualification
Required
Bachelor's degree from an accredited university
At least three years of investment strategy due diligence experience. Knowledge across multiple asset classes
Strong written and verbal communication skills
Organized self-starter with the ability to multi-task effectively
PC proficiency including Microsoft Office; specifically, Outlook, Word, Excel, and PowerPoint
Preferred
MBA or CFA charter are preferred
Experience with Morningstar Direct and eVestment Alliance, strongly preferred
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Investment News
2026-01-21
Morningstar.com
2025-08-26
2025-05-02
Company data provided by crunchbase