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Role Summary:
- Serve as a vital link between the research team and advisors supporting Mariner clients.
- Convert research perspectives into actionable deliverables and scalable frameworks.
Essential Duties:
- Lead quarterly refresh of the Mariner Manager Monitor (3M) and conduct manager searches for public markets and open-end real estate.
- Produce monthly and quarterly capital markets materials and build asset allocation studies in Morningstar.
- Design and implement surveys on public fixed income and equities, and maintain the Research Wealth Focus List.
Candidate Profile:
- Bachelor's degree in finance, economics, statistics, or related field.
- 1-3 years of experience in finance, investments, analytics, or similar area.
- Advanced Excel skills and proficiency with AI tools preferred; CFA designation or progress is a plus.
Why Mariner:
- We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.
- We are dedicated to building a diverse culture where everyone has support to achieve their career goals.
Mariner Wealth Advisors
Mariner Wealth Advisors is an independent wealth management firm providing financial planning, investment management, and advisory services to individuals and institutions. With a focus on client service and a collaborative culture, the firm supports professional growth and community involvement for its associates.