Mariner

Portfolio Management Analyst

Mariner

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $75,000 - $90,000 per year

About the role

  • Manage assigned portfolios by reviewing for tax-loss harvesting, opportunistic rebalancing, and cash needs
  • Work with advisors and wealth teams to understand client's needs & goals
  • Champion adoption of portfolio management tools across Mariner
  • Coordinate onboarding of wealth advisory teams from legacy portfolio management systems to current system
  • Perform portfolio reviews looking for opportunities to rebalance, tax-loss harvest, and invest or generate cash depending on need

Requirements

  • 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
  • Experience with various trading systems, a plus (Orion Eclipse, Advent Black Diamond, etc.)
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Bonuses
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax-loss harvestingopportunistic rebalancingportfolio managementfinancial planninginvestment managementtrading systems
Soft Skills
communicationcollaborationclient management
Certifications
Bachelor’s degreeSeries 65