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Company

Mariner Holdings · 12 hours ago

Analyst, Independent Portfolio Management & Consulting

United States

Full-time

Remote

Mid Level

3+ years exp

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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 planning experienceInvestment management experienceBrokerage firm experienceTrading systems experiencePortfolio analysisInvestment concepts knowledgeExcel reportingCFA designation progressCustomer service skillsSeries 65Time management skills

Required

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

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

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

Progress towards CFA designation

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

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

Series 65