Senior Analyst, Trading
New
M
MarinerInvestment Management
United StatesFull-TimeSenior
Salary$51K - $106K
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Job Details
- Experience
- Minimum of 2 years
- Required Skills
- Microsoft Excel
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related business field (preferred).
- Minimum of 2 years of experience in portfolio management, trading operations, investment management, or a similar field.
- Series 65 license (preferred; required for advanced positions).
- Experience with portfolio management, rebalancing, or trading systems.
- Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing.
- Advanced proficiency in Microsoft Excel.
- Deep understanding of portfolio management and investment concepts.
- Excellent analytical and problem-solving abilities.
- Strong attention to detail and ability to manage multiple priorities.
- Strong technical aptitude and ability to quickly master new systems and technologies.
Responsibilities
- Manage and maintain internal asset allocation model portfolios and equity SMA strategies across multiple client accounts.
- Monitor client portfolios for model drift, cash needs, and allocation tolerance thresholds.
- Initiate and execute portfolio rebalancing activities to maintain alignment with assigned models.
- Oversee the seamless implementation of new accounts into model portfolios and investment strategies.
- Monitor portfolio activity to ensure adherence to investment guidelines and model objectives.
- Coordinate with trading, operations, and wealth teams to support portfolio maintenance and workflow efficiencies.
- Maintain and update accurate portfolio, account, and model data within portfolio management and trading systems.
- Provide operational oversight for UMAs and custodial platforms, including Fidelity, Schwab, and Pershing.
- Identify and implement opportunities for workflow improvement, automation, scalability, and operational efficiency within portfolio management.
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