Senior Wealth Analyst, Mariner Ultra

Mariner Careers

7d • Remote

About The Position

Responsibilities Review, model, analyze, and rebalance investment portfolios. Develop an understanding of investments, markets, and planning. Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports. Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input. Create and deliver prospective client proposals and inventories. Become an expert in one of the core disciplines/tools (technology, concept, etc.) Ongoing demonstration of interest to learn beyond the regular office environment. Purposefully educate junior teammates to ensure their success

Requirements

• Organized, analytical, and detail oriented
• Self-motivated and independent yet exhibits a team player attitude
• Indomitable work ethic and the willingness to work additional hours as needed
• Strong willingness to learn
• Outstanding written and verbal communication skills
• Understanding of basic planning to service ULTR clients
• Bachelor’s degree in finance, Accounting, Economics or similar field required.
• Minimum of 3-5 years of experience in a similar role required. Internship experience may be applicable.
• Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.

Nice To Haves

• Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.) Demonstrated related experience may substitute for preferred education

Responsibilities

• Review, model, analyze, and rebalance investment portfolios.
• Develop an understanding of investments, markets, and planning.
• Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports.
• Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.
• Create and deliver prospective client proposals and inventories.
• Become an expert in one of the core disciplines/tools (technology, concept, etc.)
• Ongoing demonstration of interest to learn beyond the regular office environment.
• Purposefully educate junior teammates to ensure their success

What This Job Offers

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