Associate, Manager Research

Overview

This role serves as a link between the research team and advisors who support clients. Responsibilities focus on translating research and market insights into actionable, scalable deliverables that help advisors serve clients effectively.

Responsibilities

• Lead the quarterly refresh of the Mariner Manager Monitor (3M), ensuring manager data accuracy and advisor accessibility.
• Conduct manager searches for public markets and open-end real estate.
• Serve as a subject matter expert for advisors using the Morningstar Report Portal and support development of new reporting functionality.
• Produce monthly and quarterly capital markets materials.
• Build asset allocation studies in Morningstar for institutional clients.
• Design and implement surveys on public fixed income and public equities.
• Support advisors with data and reporting inquiries.
• Maintain the Research Wealth Focus List within Morningstar.

Requirements

• Bachelor’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.
• Strong written and verbal communication skills.
• Exceptional attention to detail and ability to manage multiple deliverables under tight deadlines.

Preferred Qualifications

• Experience with Morningstar Direct and eVestment.
• Familiarity with manager research, asset allocation, or capital markets concepts.
• Proficiency with AI tools to expedite research, analysis, and drafting, with a willingness to learn new technologies.
• CFA designation or progress toward the credential.
• Experience developing presentations or client-facing materials.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Remote