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Company

Mariner Wealth Advisors · 14 hours ago

Analyst, Independent Portfolio Management & Consulting

United States

Full-time

Remote

Mid Level

3+ years exp

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ConsultingFinancial Services

Comp. & Benefits

H1B Sponsor Likely

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Responsibilities

Understand all aspects of the portfolio management software and how it can be leveraged to assist independent advisor teams

Work with independent advisors to effectively manage client portfolios

Coordinate the onboarding of new independent advisor teams and their client portfolios

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 the need

Assist in creating client proposals based on the models used with independent advisors

Ensure data is updated and accurate

Qualification

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Financial PlanningInvestment ManagementPortfolio AnalysisCFA ProgressTrading SystemsExcel Reporting

Required

3+ years of prior experience working in a financial planning, investment management, brokerage firm, or other organization that provided relevant experience

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 independent advisors

Experience with various trading systems is a plus (Orion Eclipse, Advent Black Diamond, etc.)

Preferable to have a strong understanding of portfolio analysis & investment concepts, including but not limited to: Portfolio construction metrics, Investment Styles, Correlation, Tax-loss harvesting rules

A high degree of technical aptitude with the 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

Preferred

Bachelor’s degree in Accounting, Finance, or other related business major preferred

Progress towards CFA designation is preferred but not required

Series 65

Company

Mariner Wealth Advisors

Mariner Wealth Advisors is a financial services company specializing in risk management and consultancy services.

Founded in 2006

Leawood, Kansas, USA

1,001-5,000 employees

http://www.marinerwealthadvisors.com/

H1B Sponsorship

Mariner Wealth Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2021 (1)

2020 (1)