- Perform sourcing, researching, monitoring, and making recommendations on investment strategies.
- Contribute to the development of the overall Investment Management Group function, improving methods and tools utilized.
- Provide reports from Bloomberg, eVestment, Morningstar, Zephyr, FIRM and other analytical tools.
- Develop and generate monthly/quarterly reporting packages as required.
- Communicate with investment managers to evaluate investment philosophy, process, personnel and performance.
- Extract and interpret both quantitative and qualitative data to help drive decision making.
- Create and maintain detailed due diligence reports and document ongoing monitoring of investment managers.
- Use Zephyr, Morningstar Direct, and other analysis tools to assist in investment strategy due diligence.
- Ad hoc tasks, special projects and other duties as required.
- Participate in creation of agenda and preparation of materials for investment committee meetings.
- Develop and present research findings to our investment committee, advisors and others as needed.
- Serve as in-house expert on mutual funds/ETFs/MWA models, supporting advisor inquiries as needed.
- Attend and present at some client investment reviews as needed.
- Undergraduate degree in business-related field required
- Progress toward or completion of the CFA preferred
- Progress toward or completion of MBA and/or other relevant professional qualifications a plus
- Investment or retirement plan-related experience in a professional office environment a plus
- Analytical and problem-solving skills with attention to detail
- Effective oral and written communication skills
- Proficiency with Microsoft Office suite
- Ability to multi-task, manage workload, and complete projects on time
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Senior Analyst, Manager Research - Leawood, United States - Mariner Wealth Advisors
Description
Overview:
If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
We are looking for a Senior Analyst, Manager Research to join our Investment Management Team. The position will be responsible for research of mutual fund/ETF managers for inclusion in the Mariner approved list and model portfolios.
Responsibilities:Research and Platform Maintenance
Communication
Skills and Knowledge
Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
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.
EOE M/F/D/V
#LI-SU1
#LI-Hybrid
Barrons Top RIA Firms: Barrons awarded 2023 #4, #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barrons uses to rank firms is proprietary. The number of firms included in the rankings was: , , , , and The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entitys Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website ). Registration of an investment adviser does not imply a certain level of skill or training.
