Analyst, Portfolio Management

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 passed 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.

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