Senior Analyst, Trading

🕒 June 22

🇺🇸 United States – Remote

💵 $51k - $106k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts • Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds • Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models • Oversee the seamless implementation of new accounts into model portfolios and investment strategies • Monitor portfolio activity to ensure adherence to investment guidelines and model objectives • Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies • Maintain and update accurate portfolio, account, and model data within portfolio management and trading systems • Provide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and Pershing • Identify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency within portfolio management • Support the ongoing development and enhancement of internal portfolio management processes and procedures • Develop advanced expertise in portfolio management systems and tools used across the organization

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related business field (preferred) • Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or a similar field • Series 65 preferred; required for advanced positions • Experience with portfolio management, rebalancing, or trading systems (preferred) • Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing (preferred)

🏖️ Benefits

• Health insurance • Flexible work hours • Professional development opportunities • Bonuses • Paid time off