Intern, Institutional

Mariner Holdings; Overland Park (KS); Hybrid; USD 27,552; Full time

Job summary

A financial services firm is offering an internship for an Institutional Intern in Overland Park, KS. The role involves providing operational and analytical support, handling investment documents, and working on various projects. Candidates must be pursuing a relevant degree and have strong analytical skills. The internship pays $20 per hour and offers valuable exposure to the financial planning and investment management industries.

Qualifications

• Expected graduation date within 12 months of the start of the internship.
• Pursuing a degree in Accounting, Finance, Business, or related fields preferred.
• Prior internship or coursework in finance, investment management, or analytics is a plus.

Responsibilities

• Support Performance Reporting or Defined Contribution Support Services team.
• Collect and file critical client information.
• Maintain investment manager compliance spreadsheets.
• Upload holdings and fixed income portfolio characteristics.

Skills

Proficiency in Microsoft Excel

Strong attention to detail

Basic understanding of investments

Analytical abilities

Effective communication

Teamwork

Ability to manage multiple tasks

Education

Pursuing a bachelor’s or master’s degree

Job description

Get to Know Mariner - Your Summer Experience

Mariner was founded in 2006 when Marty Bicknell saw an opportunity to change the financial services industry with a specific vision in mind:To positively impact the lives of many.How? By giving clients and advisors access to everything they need to be successful.

Today, Mariner continues to deliver on its’ vision with a focus on national growth. Mariner and its affiliates have more than 130 offices across the country and advise on over $560 billion in assets (as of 1/3/25). Ranking in the top five on Barron’s Top RIA Firms, Mariner is growing fast - and so can you. Mariner’s internship program is designed to accelerate your learning through real work with real clients. You’ll gain exposure to financial planning, business development, and client service while developing the skills to launch your career with confidence.

Joining Mariner means gaining access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so our Advisors can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry.

Your Role - What You’ll Do

As an Institutional Intern, you will provide operational and analytical support to the Performance Reporting or Defined Contribution (DC) Support Services team. This internship offers hands‑on exposure to client custodial and investment statements, and investment manager compliance documents. You will gain practical experience in investment operations while contributing to critical client deliverables. Interns who excel in this position thrive in environments where they can work on multiple projects at once and prioritize based on level of importance.

At Mariner, your growth matters. Through your internship, you will:

• Provide support to the Performance Reporting or Defined Contribution (DC) Support Services team.
• Collect and file critical client information, including custodial statements, investment manager reports/data, investment policy statements, contracts, correspondence, and contact information.
• Distribute, collect, and maintain investment manager compliance spreadsheets.
• Upload holdings and fixed income portfolio characteristics into reporting systems.
• Participate in special projects as requested and assigned

Throughout your internship you can expect to gain the ability to:

• Calculate investment returns
• Assess data integrity and governance

Skills: Your Strengths

• Proficiency in Microsoft Excel and data management tools
• Strong attention to detail and accuracy
• Basic understanding of investments and portfolio performance
• Analytical and problem‑solving abilities
• Effective communication and teamwork
• Ability to manage multiple tasks and meet deadlines

Required Qualifications:

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship (internship starts in May 2026).

Preferred Qualifications:

• Pursuing a degree in Accounting Finance, Business, Economics, or a related field.
• Prior internship or coursework in finance, investment management, or analytics is a plus.
• Must be authorized to work in the U.S. without current or future employer sponsorship needs.

Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

Our compensation reflects the cost of talent across multiple US geographic markets. The hourly pay for this position is $20 per hour.

EOE M/F/D/V

Job Info

• Job Identification 1172
• Job Category Institutional Consulting
• Job Schedule Full time
• Locations 5700 W. 112th St., Overland Park, KS, 66211, US 231 South Bemiston Avenue, Clayton, MO, 63105, US 531 West Morse Blvd, Winter Park, FL, 32789, US (Hybrid)