We are currently seeking strong candidates for a full-time Analyst, Portfolio Management to work remotely. The Analyst’s primary responsibility is to manage the assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs. They will work with advisors and wealth teams to understand the client's needs & goals, set up the portfolios appropriately, then be responsible for all trades and management of the investment strategy.
Responsibilities
- 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
- Work with wealth teams and the trading team to effectively manage client portfolios
- Coordinate the onboarding of wealth advisory teams from legacy portfolio management systems to the current system
- Set up new client portfolios in portfolio management software
- Perform portfolio reviews looking for opportunities to:
- Rebalance
- Tax-loss harvest
- Invest or generate cash depending on need
- Ensure data is updated and accurate
Qualifications
- 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
Knowledge, Skills, and Abilities
- Works well independently with minimal supervision; Self-starter
- Able to handle multiple tasks with an appropriate sense of urgency
- Sound decision-making abilities
- 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.)
- Preferable to have strong understanding of portfolio analysis & investment concepts, including but not limited to:
- Portfolio construction metrics
- Investment Styles
- Correlation
- Tax-loss harvesting rules
- High degree of technical aptitude with ability to:
- Quickly learn multiple software programs
- Create reports using raw excel data
- Interpret data
- Possess a growth mindset and ability to handle a fast-paced environment and constructive feedback
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
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