Analyst, Manager Research - Private Equity

Job Summary:

Research Analysts are responsible for conducting due diligence and providing manager recommendations to support Mariner advisors. Analysts monitor recommended managers and strategies and source new ideas to fulfill client needs. Additionally, Analysts will conduct ad hoc research and create bespoke client deliverables to support advisor needs. Analysts are subject matter experts in their areas of coverage and provide asset class and category guidance to Mariner advisors.

Essential Duties and Responsibilities:

• Contribute to the development of the overall Enterprise Investment Solutions Support function, improving methods and tools utilized

• Source, research, monitor, and make recommendations on investment strategies

• Communicate with investment managers to evaluate investment philosophy, process, personnel, fees, vehicles, and performance

• Extract and interpret quantitative and qualitative data to help drive decision making, including review of investment strategy offering documents

• Use analytical tools like TopQ+, MSCI/Burgiss, and proprietary questionnaires to assist in investment strategy due diligence

• Create and maintain detailed due diligence reports and document ongoing monitoring of investment managers in CRM system, Word, PowerPoint, and Excel

• Develop and maintain primers and educational presentations for assigned alternative asset classes and categories

• Participate in preparation of agenda and materials for investment policy committee meetings

• Develop and maintain quarterly and annual reporting packages as required

• Develop and present research findings to investment committees, advisors and others as assigned and as needed to support institutional and wealth clients

• Support asset allocation advice by maintaining opinions on assigned asset categories and preparing pacing models as assigned

• Collaborate with other researchers, including through peer review of others’ work

• Attend and present at some client investment reviews as needed

Required Education and Experience:

• Undergraduate degree in business-related field

Preferred Education and Experience:

• Progress toward or completion of the CFA and/or CAIA programs

• Progress toward or completion of MBA and/or other relevant professional qualifications

• Investment-related experience in a professional office environment

• Experience allocating to investment strategies

Skills:

• Analytical and problem-solving skills with attention to detail

• Effective oral and written communication

• Proficiency with Microsoft Office suite

• Ability to multi-task, manage workload, and complete projects on time

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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