Manager Research Associate
virtual vocationsNew York, NY
Manager Research Associate
Occupations
Financial and Investment AnalystsMarket Research Analysts and Marketing SpecialistsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMarketing Research and Public Opinion PollingAbout the role
To support the research team and enhance advisor effectiveness, the full-time remote Manager Research Associate will translate research insights into actionable deliverables, develop scalable solutions, and provide impactful resources for client interactions.
Key responsibilities:
Lead the quarterly refresh of the Mariner Manager Monitor, ensuring accuracy and accessibility of manager data for advisors
Conduct manager searches for public markets and open-end real estate while producing monthly and quarterly capital markets materials
Serve as a subject matter expert for the Morningstar Report Portal, supporting the development of new reporting functionality and maintaining the Research Wealth Focus ListRequired qualificationsBachelor's degree in finance, economics, statistics, or a related field
1-3 years of experience in finance, investments, analytics, or a similar area
Advanced Excel skills, including experience with large data sets
Familiarity with manager research, asset allocation, or capital markets concepts
Proficiency with AI tools to expedite research, analysis, and drafting
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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