Analyst, Portfolio Management

Mariner

2d • 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 Interpret data
• Possess a growth mindset and ability to handle a fast passed environment and constructive feedback

Nice To Haves

• 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

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees