Portfolio Management Analyst

🕒 April 30

🇺🇸 United States – Remote

💵 $75k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

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 the assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs. • Work with advisors and wealth teams to understand the client's needs & goals, set up the portfolios appropriately. • Responsible for all trades and management of the investment strategy. • Understand all aspects of the portfolio management software and how it can be leveraged to assist wealth teams. • Champion the adoption of portfolio management tools across Mariner. • Coordinate the onboarding of wealth advisory teams from legacy portfolio management systems to the current system. • Perform portfolio reviews looking for opportunities to rebalance, tax-loss harvest, invest or generate cash depending on need.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance or other related business major preferred • 3+ years of prior experience working in a financial planning, investment management, brokerage firm, or other organization that provided relevant experience • Series 65 or equivalent • Works well independently with minimal supervision; Self-starter • Excellent analytical, written, and verbal communication skills • Strong attention to detail, time management, and organizational skills • Excellent customer service skills to provide optimal service to our internal clients • Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.)

🏖️ Benefits

• We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. • We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. • EOE M/F/D/V