What are the responsibilities and job description for the Analyst, Manager Research - Real Assets position at Mariner?
Summary
JOB DESCRIPTION
As a Analyst, Manager Research (Real Assets) for Mariner you will be primarily responsible for the identification and evaluation of various asset classes and categories. Additionally, the analyst will be responsible for developing and maintaining a focus list of Approved strategies within those asset classes and categories for client use.
Expected Qualifications
About Us
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com .
About The Team
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.
JOB DESCRIPTION
As a Analyst, Manager Research (Real Assets) for Mariner you will be primarily responsible for the identification and evaluation of various asset classes and categories. Additionally, the analyst will be responsible for developing and maintaining a focus list of Approved strategies within those asset classes and categories for client use.
Expected Qualifications
- Bachelor’s degree from an accredited university.
- MBA, CFA, or CAIA are preferred.
- Minimum of five years of investment strategy due diligence experience across multiple asset classes preferred
- Strong written and verbal communication skills.
- Analyst should be an organized self-starter with the ability to multi-task effectively.
- PC proficiency including Microsoft Office; specifically, Outlook, Word, Excel, and PowerPoint.
- Evaluation of assigned asset classes and categories.
- Development of primers and education presentations for assigned asset classes and categories.
- Investment strategy identification and due diligence for assigned alternative asset classes and categories.
- Develop and maintain a focus list of Approved investment strategies within assigned asset classes and categories.
- Investment idea generation for new asset classes, categories, and strategies.
- Asset allocation modeling and model portfolio development.
- Identify short-to-intermediate term tactical investment opportunities suitable for client investment in areas outside the scope of traditional asset allocation.
- Present updates, recommendations, and new ideas to the Investment Policy Committee as needed.
- Conduct annual asset class reviews to the Investment Committee (IC) to provide guidance to advisors.
- Attend client meetings to assist advisors with asset class education, manager interviews, and strategy placements.
- Provide peer review for team members within the investment team.
- Assist with new client onboarding through portfolio and investment strategy review and roadmap development.
- Assist the client service team to determine best candidates for investment manager searches.
- 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.
About Us
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com .
About The Team
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.
