Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

We are currently seeking strong candidates for a full-time Analyst, Portfolio Management to work remotely. The Analyst’s primary responsibility is to manage the assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs. They will work with advisors and wealth teams to understand the client's needs & goals, set up the portfolios appropriately, then be responsible for all trades and management of the investment strategy.

Responsibilities

• Understand all aspects of the portfolio management software and how it can be leveraged to assist wealth teams

• Champion the adoption of portfolio management tools across Mariner

• Work with wealth teams and the trading team to effectively manage client portfolios

• Coordinate the onboarding of wealth advisory teams from legacy portfolio management systems to the current system

• Set up new client portfolios in portfolio management software

• Perform portfolio reviews looking for opportunities to:

  • Rebalance

  • Tax-loss harvest

  • Invest or generate cash depending on need

• Ensure data is updated and accurate

Qualifications

• Bachelor’s degree in Accounting, Finance or other related business major preferred

• 3+ years of prior experience working in a financial planning, investment management, brokerage firm, or other organization that provided relevant experience

• Series 65 or equivalent

Knowledge, Skills, and Abilities

• Works well independently with minimal supervision; Self-starter

• Able to handle multiple tasks with an appropriate sense of urgency

• Sound decision-making abilities

• Excellent analytical, written, and verbal communication skills

• Strong attention to detail, time management, and organizational skills

• Excellent customer service skills to provide optimal service to our internal clients

• Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.)

• Preferable to have strong understanding of portfolio analysis & investment concepts, including but not limited to:

  • Portfolio construction metrics

  • Investment Styles

  • Correlation

  • Tax-loss harvesting rules

• High degree of technical aptitude with ability to:

  • Quickly learn multiple software programs

  • Create reports using raw excel data

  • Interpret data

• Possess a growth mindset and ability to handle a fast passed environment and constructive feedback

#LI-SU1

#LI-REMOTE

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

Compensation Range: $75K - $90K