About the job
Mariner Wealth Advisors is on the lookout for talented individuals to join our team as a full-time Portfolio Management Analyst. This remote role focuses on managing assigned portfolios through diligent review processes for tax-loss harvesting, strategic rebalancing, and assessing cash requirements. The Analyst collaborates closely with advisors and wealth management teams to grasp client objectives, appropriately structure portfolios, and oversee all trades and investment strategies.
Key Responsibilities
Master the portfolio management software and leverage its capabilities to support wealth teams effectively.
Promote the integration of portfolio management tools across the organization.
Collaborate with wealth teams and trading units to proficiently manage client portfolios.
Facilitate the transition of wealth advisory teams from legacy systems to our current portfolio management platform.
Establish new client portfolios within the portfolio management software.
Conduct comprehensive portfolio reviews to identify opportunities for:
Rebalancing
Tax-loss harvesting
Investing or generating cash based on requirements
Ensure data accuracy and timely updates.
Qualifications
Bachelor’s degree in Accounting, Finance, or a related field is preferred.
A minimum of 3 years of relevant experience in financial planning, investment management, or brokerage environments.
Possession of Series 65 or an equivalent designation.
Skills and Competencies
Ability to work independently with minimal oversight; demonstrates initiative.
Capable of managing multiple tasks with urgency and efficiency.
Excellent judgment and decision-making skills.
Strong analytical, written, and verbal communication abilities.
Meticulous attention to detail, along with strong time management and organizational skills.
Exceptional customer service skills to provide superior support to internal clients.
Familiarity with various trading systems is a plus.

