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-paced environment and constructive feedback #LI-SU1 #LI-REMOTE 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/. EOE M/F/D/V