Senior Analyst, Trading

🕒 June 22

🇺🇸 United States – Remote

💵 $51k - $85.4k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 27%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 implementation of new accounts into model portfolios and investment strategies • Monitor portfolio activity for adherence to investment guidelines and model objectives • Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies • Maintain and update 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 workflow improvement, automation, scalability, and operational efficiency opportunities • Support 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) • Deep understanding of portfolio management and investment concepts • Excellent analytical and problem-solving abilities • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment • Independent and self-motivated, with minimal supervision required • Effective organizational and time management skills with a sense of urgency • Strong technical aptitude and ability to quickly master new systems and technologies • Advanced proficiency in Microsoft Excel and experience analyzing large data sets • Critical thinking skills and sound decision-making abilities • Strong written and verbal communication skills • Collaborative approach to working with internal stakeholders and cross-functional teams • High level of professionalism and commitment to operational accuracy and consistency • Legally authorized to work in the United States

🏖️ Benefits

• Bonus eligibility • Progressive opportunities • Professional growth support • Innovative workplace • Camaraderie and teamwork culture • Work-life balance • Equal employment opportunity