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.
EOE M/F/D/V
Skills Required
- 3+ years of experience in financial planning, investment management, brokerage firm, or similar
- Series 65 or equivalent
- High degree of technical aptitude; ability to quickly learn software, create reports from raw Excel data, and interpret data
- Excellent analytical, written, and verbal communication skills
- Strong attention to detail, time management, and organizational skills
- Works well independently; self-starter and able to handle multiple tasks with urgency
- Bachelor's degree in Accounting, Finance, or related business major
- Experience with trading/portfolio systems (e.g., Orion Eclipse, Advent Black Diamond)
- Strong understanding of portfolio analysis and investment concepts (construction metrics, styles, correlation, tax-loss harvesting rules)
- Excellent customer service skills for internal clients
Mariner Wealth Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mariner Wealth Advisors and has not been reviewed or approved by Mariner Wealth Advisors.
-
Healthcare Strength — Health coverage is considered strong with medical, dental, and vision plans supported by wellness programs, HSA/FSA options, and telehealth. This breadth of healthcare support contributes meaningfully to perceived total compensation.
-
Retirement Support — A 401(k) with company match is a core element and is viewed as a strong part of the package. Retirement benefits are positioned as competitive within the overall offering.
-
Leave & Time Off Breadth — Paid time off, parental leave, and a set of paid holidays provide broad leave coverage. Reasonable work-life balance outside busy seasons further elevates the value of time-off benefits.
Mariner Wealth Advisors Insights
What We Do
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
.png)
