Mariner · 5 hours ago
Analyst, Performance Reporting
St Louis, MO
Full-time
Onsite
Mid Level
3+ years expMariner is a privately held national financial services firm equipped with the experience to meet modern wealth needs. The Performance Reporting Analyst is responsible for performance measurement, reporting, and investment policy monitoring for client investment plans, supporting multiple institutional clients and plan types.
ConsultingFinancial ServicesRisk Management
Responsibilities
Onboarding and setup of new clients including internal systems setup, historical performance input, and report creation
Calculate and reconcile performance with investment managers and custodians
Create, maintain, and generate client reports on a monthly and quarterly basis
Monitors adherence of the clients plan to the investment policy statement
Other projects as requested by the supervisor
Qualification
Required
Bachelor's degree from an accredited college or university
3 years of relevant professional experience preferred
CFA Investment Foundations program required within 6 months of start date or enrollment in the CIPM program
Works with a high degree of accuracy and detail orientation
Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
Ability to think critically and solve problems leveraging available resources
Solid understanding of mathematical computations
High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit
Preferred
Certification, Designation, or Membership in industry specific organization (CIPM, etc.)
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Investment News
2026-01-21
Morningstar.com
2025-08-26
2025-05-02
Company data provided by crunchbase