Remote Senior Analyst, Portfolio Management & Trading Ops

mariner-careers; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

Mariner is seeking a remote Analyst/Sr. Analyst, Trading to manage asset allocation models and SMA strategies across client accounts. You will implement portfolios, monitor drift and cash needs, and coordinate rebalancing to uphold model objectives.

The ideal candidate has 2+ years in portfolio management or trading operations, a Finance-related degree, and familiarity with trading systems. This role offers full-time remote work and collaboration across internal teams.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Minimum of 2 years’ experience in portfolio management, trading operations, investment management, or a similar field.
• Series 65 preferred; required for advanced positions.

Responsibilities

• Manage and maintain internal asset allocation model portfolios and equity SMA strategies across 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

Trading operations

Analytical skills

Excel proficiency

Education

Bachelor's degree in Finance or related

Tools

Portfolio management systems

UMA platforms

Custodial platforms (Fidelity/Schwab/Pershing)

Job description

Mariner is seeking a remote Analyst/Sr. Analyst, Trading to manage asset allocation models and SMA strategies across client accounts. You will implement portfolios, monitor drift and cash needs, and coordinate rebalancing to uphold model objectives.

The ideal candidate has 2+ years in portfolio management or trading operations, a Finance-related degree, and familiarity with trading systems. This role offers full-time remote work and collaboration across internal teams.