Analyst, Trading

Openkrill; United States; Remote; USD 75,000 - 120,000; Full time

Job summary

Mariner Wealth Advisors is seeking a full-time, remote Analyst/Sr. Analyst in Trading to manage internal asset allocation model portfolios and equity SMA strategies across client accounts.

You will ensure model alignment, oversee rebalancing, and drive operational scalability with cross-functional teams. The role requires a Bachelor’s degree in finance-related field and at least 2 years in portfolio management or trading operations, with Series 65 preferred for advanced positions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related business field (preferred).
• Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or similar field.

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.
• 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.

Skills

Portfolio management

Analytical thinking

Excel

Written and verbal communication

Time management

Education

Bachelor’s degree in Finance/Accounting/Economics or related field

Tools

Portfolio management systems

Fidelity

Schwab

Pershing

Job description

Overview

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.

Key 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 modelsOversee 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

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)

Knowledge, Skills, and Abilities

• Deep understanding of portfolio management and investment concepts
• Excellent analytical and problem-solving abilities
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• Independent and self-motivated, with minimal supervision required
• Effective organizational and time management skills with a sense of urgency
• Strong technical aptitude and ability to quickly master new systems and technologies
• Advanced proficiency in Microsoft Excel and experience analyzing large data sets
• Critical thinking skills and sound decision-making abilities
• Strong written and verbal communication skills
• Collaborative approach to working with internal stakeholders and cross-functional teams
• High level of professionalism and commitment to operational accuracy and consistency

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.

EOE M/F/D/V