Institutional Intern - Summer 2026

Mariner•Overland Park, KS

3d•$0 - $20•Onsite

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. Today, 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. Joining Mariner provides access to in-house expertise in tax, estate, trust, insurance, investment banking, and valuation. The Institutional Intern will provide operational and analytical support to the Performance Reporting or Defined Contribution (DC) Support Services team, gaining hands-on exposure to client custodial and investment statements, and investment manager compliance documents. This role offers practical experience in investment operations and contributes to critical client deliverables. Interns are expected to manage multiple projects and prioritize tasks effectively.

Requirements

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
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).
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.