[Hiring] Senior Analyst, Trading @Mariner

Role Description

Mariner is seeking strong candidates for a full-time, remote Analyst/Sr. Analyst, Trading position. In this pivotal role, you will manage and maintain internal asset allocation model portfolios and equity SMA strategies across client accounts. Your primary responsibility will be to implement portfolios, oversee portfolio drift and cash needs, ensure model alignment, and coordinate rebalancing activities to uphold the highest standards of portfolio management.

The successful candidate will demonstrate strong analytical and organizational skills, meticulous attention to detail, and a comprehensive understanding of portfolio management concepts and investment operations. As a key contributor, you will closely collaborate with internal teams to keep portfolios aligned with model objectives, while driving process enhancements and operational scalability initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related business field (preferred)
• Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or a similar field
• Series 65 preferred; required for advanced positions
• Experience with portfolio management, rebalancing, or trading systems (preferred)
• Familiarity with trading/rebalancing tools, UMA platforms, and custodial platforms such as Fidelity, Schwab, and Pershing (preferred)

Requirements

• 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
• Support the ongoing development and enhancement of internal portfolio management processes and procedures
• Develop advanced expertise in portfolio management systems and tools used across the organization

Benefits

• Progressive opportunities for professional growth
• Supportive and diverse culture
• Innovative workplace fostering camaraderie and teamwork
• Work-life balance initiatives