[Remote] Analyst, Portfolio Management

Note: The job is a remote job and is open to candidates in USA. Mariner is currently seeking strong candidates for a full-time Analyst, Portfolio Management to work remotely. The Analyst’s primary responsibility is to manage assigned portfolios, focusing on tax-loss harvesting, opportunistic rebalancing, and cash management while collaborating with advisors and wealth teams to meet client needs.

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

Skills

• 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
• 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.)
• 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
• Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.)
• Strong understanding of portfolio analysis & investment concepts, including but not limited to: Portfolio construction metrics, Investment Styles, Correlation, Tax-loss harvesting rules

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