Institutional Intern - Summer 2026
About The Position
Mariner was founded in 2006 with the vision to positively impact the lives of many by giving clients and advisors access to everything they need to be successful. Mariner continues to deliver on its vision with a focus on national growth, having over 130 offices across the country and advising on over $560 billion in assets. Mariner's internship program is designed to accelerate learning through real work with real clients, offering exposure to financial planning, business development, and client service. The program aims to develop skills for launching a career with confidence, providing access to in-house expertise in tax, estate, trust, insurance, investment banking, and valuation.
Requirements
- Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship (internship starts in May 2026).
- Proficiency in Microsoft Excel and data management tools
- Strong attention to detail and accuracy
- Basic understanding of investments and portfolio performance
- Analytical and problem-solving abilities
- Effective communication and teamwork
- Ability to manage multiple tasks and meet deadlines
- Must be authorized to work in the U.S. without current or future employer sponsorship needs.
Nice To Haves
- Pursuing a degree in Accounting Finance, Business, Economics, or a related field.
- Prior internship or coursework in finance, investment management, or analytics is a plus.
Responsibilities
- Provide support to the Performance Reporting or Defined Contribution (DC) Support Services team.
- Collect and file critical client information, including custodial statements, investment manager reports/data, investment policy statements, contracts, correspondence, and contact information.
- Distribute, collect, and maintain investment manager compliance spreadsheets.
- Upload holdings and fixed income portfolio characteristics into reporting systems.
- Participate in special projects as requested and assigned.
Benefits
- The hourly pay for this position is $20 per hour.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
