[Remote] Analyst, Manager Research(Public Fixed Income)

Note: The job is a remote job and is open to candidates in USA. Mariner is seeking a Manager Research Analyst to evaluate fixed income investment strategies and maintain recommended strategy lists for client use. The role supports investment recommendations, advisor and client education, manager searches and monitoring, and investment research processes.

Responsibilities

• Source and conduct due diligence on assigned asset classes and categories, supporting a diverse client base that includes retail wealth clients and insurance companies
• Develop and maintain quantitative analyses, charts, and summary reports to support manager ratings and recommendations within assigned asset classes
• Contribute to the quarterly manager monitor for EIPC meetings
• Maintain a focus list of recommended investment strategies within assigned asset classes
• Collaborate with institutional advisors to develop search books for new manager allocations and replacements
• Create primers, educational presentations, and thought leadership pieces for assigned asset classes and categories
• Present updates, recommendations, and new ideas to the EIPC as needed
• Advise Mariner advisors and the EIPC on relative value within assigned categories, collect required documentation on approved products, and anticipate client needs in assigned categories in collaboration with advisors
• Identify short- and intermediate-term tactical investment opportunities suitable for client portfolios outside the scope of traditional asset allocation
• Attend client meetings to assist with asset class education, manager interviews, and strategy placements
• Participate in peer reviews for team members within the manager research group
• Prepare, collaborate on, and peer review strategy recommendations with the research team
• Support asset allocation modeling and model portfolio development processes
• Assist with new client onboarding by reviewing portfolios, investment strategies, and developing roadmaps
• Inform Mariner service teams of any important updates regarding clients' investment managers
• Lead open RFP processes for large relationships within assigned asset classes
• Attend and present at industry conferences as needed
• Support special projects and new business presentations as required
• Mentor research associates within the group

Skills

• Bachelor's degree from an accredited university
• Excellent written and verbal communication skills
• Highly organized, self-starter with the ability to manage multiple tasks simultaneously
• Proficient in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint
• MBA or CFA charter
• Minimum of five years of fixed income investment strategy due diligence experience, including direct manager evaluation, monitoring, and search experience
• Strong preference for experience with Morningstar Direct and eVestment Alliance
• Experience using artificial intelligence (AI) to enhance research due diligence processes
• Experience conducting due diligence on fixed income strategies for taxable investors
• Experience supporting wealth and/or institutional clients in a research, asset management, advisory, or consulting capacity
• Experience working at or serving insurance company clients in consulting, asset management, or reinsurance roles

Benefits

• Bonus
• Remote work

Company Overview

Company H1B Sponsorship