Analyst, Portfolio Management

Mariner

11d•Remote

About The Position

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.

Requirements

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.
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.
High degree of technical aptitude with ability to quickly learn multiple software programs, create reports using raw excel data, and interpret data.
Possess a growth mindset and ability to handle a fast-paced environment and constructive feedback.

Nice To Haves

Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.).
Strong understanding of portfolio analysis & investment concepts, including but not limited to: Portfolio construction metrics, Investment Styles, Correlation, Tax-loss harvesting rules.

Responsibilities

Manage assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs.
Work with advisors and wealth teams to understand client needs and goals.
Set up portfolios appropriately.
Responsible for all trades and management of the investment strategy.
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, and invest or generate cash depending on need.
Ensure data is updated and accurate.