• Conduct sourcing and due diligence on assigned asset classes and categories • Contribute to the production of the quarterly manager monitor for the EIPC meetings • Develop and maintain a focus list of recommended investment strategies within assigned asset classes and categories in support of Mariner’s institutional and wealth client base • Collaborate with Mariner advisors to create search books for new manager allocations and replacement activity • Develop primers and education presentations for assigned asset classes and categories • Present updates, recommendations, and new ideas to the EIPC each month or as needed • Conduct Annual Asset Class Reviews to provide updates to the EIPC Investment on assigned categories • Identify short-to-intermediate term tactical investment opportunities suitable for client investment in areas outside the scope of traditional asset allocation. • Attend client meetings to assist advisors with asset class education, manager interviews, and strategy placements • Provide peer reviews for team members within The Research Group • Prepare and collaborate on strategy recommendations within The Research Group • Assist with asset allocation modeling and model portfolio development processes • Assist with new client onboarding through portfolio and investment strategy review and roadmap development • Keep Mariner service teams informed of any pertinent information regarding our clients’ investment managers • Lead the open investment RFP process for larger relationships within assigned asset classes. • Attend and speak at conferences as needed • Special projects as needed • Assist in new business presentations as needed • Mentor research associates within the group