Research Analyst

Mariner•Sarasota, FL

About The Position

The Research Analyst will conduct in-depth investment research, portfolio analysis, data compilation, and report preparation to support our local portfolio managers. You will work as part of a specialized team that manages portfolios on a discretionary basis and assists advisors with investment planning, prospective client presentations, portfolio implementation, and ongoing portfolio monitoring. The ideal candidate is a detail-orientated self-starter who thrives working as part of a professional team. A dedication to performing operational tasks with precision and addressing internal or client needs with a technically accurate and concierge-like approach is vital to the success of this position.

Requirements

Strong verbal and written communication skills
Excellent organizational skills
Conducts himself/herself with integrity in a responsible, professional manner and appearance
Bachelor’s degree in a finance-related field preferred
0 - 3 years experience in the financial services industry
Advanced proficiency in Microsoft Excel and PowerPoint; proficiency with financial data platforms (e.g., Bloomberg)
Series 65, Chartered Financial Analyst® (CFA®) charterholder and/or CFP® certificate (or willingness to pursue)

Responsibilities

Performs fund- and security-level fundamental analysis within equities, fixed income, alternatives, and other asset classes to determine suitability for client portfolios
Analyzes macro- and microeconomic data that drives the construction of asset allocation models
Performs data compilation and generates research reports for investment team use
Assists in reviewing client portfolios, producing customized portfolio reports, and providing asset allocation recommendations
Assists in identifying and preparing trades in client accounts for rebalancing, tax loss harvesting, investing cash, and raising cash for distributions
Provides client service functions